Position in TREE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,436,608
-$545,453 QoQ
Shares Held
33,503
-10.3% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $18,287,371 across 4 Financial Conglomerates names. TREE ranks #3 (7.9% of the industry book) .
All Filings in TREE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,436,608 | 33,503 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,982,061 | 37,334 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $2,351,058 | 36,321 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,280,397 | 34,540 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,634,025 | 32,505 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,254,492 | 32,374 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||