Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,650,174
+$19,650,174 QoQ
Shares Held
135,715
Ownership
0.070%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 50.ToString("F0")%
Shared 50.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Derivatives in RJF
reported options exposure · as of Dec 31, 2025CallValue
$1,108,071
CallShares
6,900
PutValue
$224,826
PutShares
1,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026TUDOR INVESTMENT CORP ET AL holds $258,154,346 across 29 Asset Management names. RJF ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
426,078 | $53,924,431 | |
| 2 | TPG |
TPG Inc.
|
527,078 | $21,351,929 | |
| 3 | RJF |
Raymond James Financial Inc
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|
135,715 | $19,650,174 | |
| 4 | AMP |
Ameriprise Financial Inc
|
44,152 | $19,621,148 | |
| 5 | KKR |
KKR & Co. Inc.
|
200,269 | $18,524,882 | |
| 6 | JHG |
Janus Henderson Group Ltc.
|
357,975 | $18,389,175 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
2,008,707 | $18,339,494 | |
| 8 | BX |
Blackstone Inc.
|
144,275 | $16,590,182 |
All Filings in RJF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,650,174 | 135,715 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $224,826 | 1,400 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $1,108,071 | 6,900 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $1,708,740 | 9,900 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $690,400 | 4,000 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $1,886,451 | 12,300 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $611,946 | 3,990 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $521,458 | 3,400 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $1,764,157 | 12,700 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $1,680,811 | 12,100 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $1,786,295 | 11,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $2,827,006 | 18,200 | Put | Defined | 2025-02-14 | |
| 2023-03-31 | $205,194 | 2,200 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $6,048,746 | 64,852 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,219,408 | 48,848 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,809,493 | 18,311 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $241,407 | 2,700 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $340,721 | 3,100 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $4,886,468 | 48,670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $327,594 | 3,550 | Call | Defined | 2021-11-17 | |
| 2021-09-30 | $1,446,581 | 15,676 | Shares | Defined | 2021-11-17 | |
| 2021-09-30 | $387,576 | 4,200 | Put | Defined | 2021-11-17 | |
| 2021-06-30 | $198,054 | 2,287 | Shares | Defined | 2021-08-16 | |
| 2020-06-30 | $351,492 | 7,660 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $167,985 | 3,987 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||