Position in RJF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$49,409
+$2,353 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#723
of 897 holders
Holding Since
Mar 2020
26 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, 2026STEPH & CO holds $104,618 across 4 Asset Management names. RJF ranks #1 (47.2% of the industry book) .
All Filings in RJF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,409 | 325 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $47,056 | 325 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $52,191 | 325 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $185,027 | 1,072 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $170,854 | 1,114 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $200,169 | 1,441 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $240,606 | 1,549 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $202,548 | 1,654 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $211,743 | 1,713 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $243,484 | 1,896 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $118,970 | 1,067 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $98,019 | 976 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $21,480 | 207 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $19,306 | 207 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $22,117 | 207 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $25,100 | 254 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $22,710 | 254 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $25,169 | 229 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $27,810 | 277 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $25,653 | 278 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $24,031 | 185 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $22,673 | 185 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $18,846 | 197 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $14,333 | 197 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $13,559 | 197 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $13,714 | 217 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||