PURSUIT WEALTH STRATEGIES, LLC
Position in RJF — Raymond James Financial Inc
CIK 2116904
RALEIGH, NC
Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$380,218
-$40,527 QoQ
Shares Held
2,626
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PURSUIT WEALTH STRATEGIES, LLC holds $3,145,609 across 6 Asset Management names. RJF ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
52,447 | $1,383,551 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
59,234 | $665,197 | |
| 3 | VMO |
Invesco Municipal Opportunity Trust
|
41,491 | $394,579 | |
| 4 | RJF |
Raymond James Financial Inc
This page
|
2,626 | $380,218 | |
| 5 | BBN |
BlackRock Taxable Municipal Bond Trust
|
11,748 | $189,965 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
14,694 | $132,099 |
All Filings in RJF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,218 | 2,626 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $420,745 | 2,620 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||