Position in RJF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,124,869
+$13,317 QoQ
Shares Held
7,399
-3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#401
of 897 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fulton Bank, N.A. holds $14,324,081 across 12 Asset Management names. RJF ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,879 | $3,729,891 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,688 | $3,068,186 | |
| 3 | KKR |
KKR & Co. Inc.
|
16,231 | $1,489,681 | |
| 4 | RJF |
Raymond James Financial Inc
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|
7,399 | $1,124,869 | |
| 5 | PFG |
Principal Financial Group Inc
|
9,665 | $1,041,692 | |
| 6 | BX |
Blackstone Inc.
|
8,847 | $1,041,026 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
2,507 | $848,368 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,521 | $771,498 |
All Filings in RJF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124,869 | 7,399 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,111,552 | 7,677 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,190,934 | 7,416 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,229,774 | 7,125 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,113,005 | 7,257 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $378,668 | 2,726 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $414,264 | 2,667 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $324,518 | 2,650 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $441,410 | 3,571 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $472,585 | 3,680 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $416,787 | 3,738 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $359,237 | 3,577 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $377,930 | 3,642 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $279,435 | 2,996 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $318,732 | 2,983 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $328,181 | 3,321 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $278,243 | 3,112 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $345,666 | 3,145 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $359,230 | 3,578 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $339,405 | 3,678 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $313,448 | 2,413 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $286,790 | 2,340 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $203,680 | 2,129 | Shares | Sole | 2021-01-07 | |
| No filing history on record for this holder in this stock. | ||||||