AVITY INVESTMENT MANAGEMENT INC.
Position in RJF — Raymond James Financial Inc
CIK 926834
GREENWICH, CT
Position in RJF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,772,808
+$112,322 QoQ
Shares Held
103,748
-4.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#118
of 897 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026AVITY INVESTMENT MANAGEMENT INC. holds $18,874,414 across 3 Asset Management names. RJF ranks #1 (83.6% of the industry book) .
All Filings in RJF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,772,808 | 103,748 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $15,660,486 | 108,160 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $23,292,294 | 145,042 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $24,962,792 | 144,628 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $24,187,369 | 157,706 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $20,541,455 | 147,876 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $23,202,574 | 149,376 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $18,586,856 | 151,779 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $19,974,634 | 161,594 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $18,548,214 | 144,434 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||