BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in RJF — Raymond James Financial Inc
CIK 949012
WILKES BARRE, PA
Position in RJF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,467
+$12,546 QoQ
Shares Held
1,733
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#633
of 897 holders
Holding Since
Mar 2024
8 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, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $531,445 across 2 Asset Management names. RJF ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
5,975 | $267,978 | |
| 2 | RJF |
Raymond James Financial Inc
This page
|
1,733 | $263,467 |
All Filings in RJF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,467 | 1,733 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $250,921 | 1,733 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $278,302 | 1,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $298,425 | 1,729 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $265,176 | 1,729 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $240,175 | 1,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $247,285 | 1,592 | Shares | Sole | 2025-02-07 | |
| 2024-03-31 | $204,829 | 1,595 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||