Position in WLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,602,401
-$79,430 QoQ
Shares Held
74,261
-23.2% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 264 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $22,475,444 across 3 Publishing names. WLY ranks #2 (16.0% of the industry book) .
All Filings in WLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,602,401 | 74,261 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,681,831 | 96,636 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,831,222 | 92,433 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $22,883,436 | 565,442 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,099,533 | 584,798 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,812,022 | 736,356 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $34,915,677 | 798,803 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||