Position in RJF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,160
+$3,960 QoQ
Shares Held
547
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#706
of 897 holders
Holding Since
Mar 2026
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 Jun 30, 2026Wellington Grp LLC holds $302,782 across 3 Asset Management names. RJF ranks #2 (27.5% of the industry book) .
All Filings in RJF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,160 | 547 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $79,200 | 547 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||