Position in RJF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$69,968,462
+$1,716,049 QoQ
Shares Held
460,228
-2.4% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#52
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 7%
None 6%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $87,793,388 across 4 Asset Management names. RJF ranks #1 (79.7% of the industry book) .
All Filings in RJF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,968,462 | 460,228 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $68,252,413 | 471,389 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $82,593,685 | 514,314 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $110,306,934 | 639,090 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $113,639,961 | 740,953 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $118,490,507 | 853,002 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $142,554,418 | 917,752 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $119,472,098 | 975,601 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $110,927,490 | 897,399 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $119,406,970 | 929,816 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $104,349,728 | 935,872 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $98,012,549 | 975,929 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $101,621,234 | 979,293 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $92,344,388 | 990,076 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $105,889,632 | 991,012 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $130,081,509 | 1,316,348 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $117,677,597 | 1,316,157 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $153,799,700 | 1,399,324 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $150,470,484 | 1,498,710 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $146,507,511 | 1,587,641 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $136,043,490 | 1,047,294 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $132,219,865 | 1,078,817 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $107,913,463 | 1,127,976 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $80,988,047 | 1,113,084 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $75,082,021 | 1,090,832 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $66,212,312 | 1,047,664 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||