Position in RJF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$608
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#877
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Downshift Financial, LLC holds $58,388 across 9 Asset Management names. RJF ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
237 | $28,039 | |
| 2 | BLK |
BlackRock, Inc.
|
14 | $13,461 | |
| 3 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
992 | $12,171 | |
| 4 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
76 | $2,967 | |
| 5 | RJF |
Raymond James Financial Inc
This page
|
4 | $608 | |
| 6 | IVZ |
Invesco Ltd.
|
20 | $527 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
12 | $331 | |
| 8 | NTRS |
Northern Trust Corp
|
1 | $173 |
All Filings in RJF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608 | 4 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||