RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in RJF — Raymond James Financial Inc
CIK 749044
WEST HARTFORD, CT
Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,445
-$7,141 QoQ
Shares Held
452
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $20,608,061 across 13 Asset Management names. RJF ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,865 | $13,334,109 | |
| 2 | BX |
Blackstone Inc.
|
39,411 | $4,531,870 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
26,255 | $964,871 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
57,204 | $788,843 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
15,550 | $582,192 | |
| 6 | STT |
State Street Corp
|
1,175 | $148,708 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
4,046 | $88,566 | |
| 8 | RJF |
Raymond James Financial Inc
This page
|
452 | $65,445 |
All Filings in RJF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,445 | 452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,586 | 452 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $81,467 | 472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $72,390 | 472 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $65,565 | 472 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $73,315 | 472 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,801 | 472 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $58,343 | 472 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,614 | 472 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,628 | 472 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,402 | 472 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $48,979 | 472 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $5,782 | 62 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,577,578 | 61,559 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,067,547 | 61,400 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $42,201 | 472 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $51,877 | 472 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $47,388 | 472 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $43,556 | 472 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,279 | 315 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $25,737 | 315 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,090 | 315 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,279 | 315 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $33,038 | 720 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $30,335 | 720 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||