SEC 13F Intelligence

Am Investment Strategies LLC / RJF

Am Investment Strategies LLC’s Raymond James Finl Inc Position

Does Am Investment Strategies LLC own Raymond James Finl Inc (RJF)? Yes — 64.1K shares worth $9M (+2.04% of its 13F portfolio) as of Q1 2026.

Position Value
$9M
Q1 2026
Shares
64.1K
% of Portfolio
+2.04%
Quarters Held
14
currently held

Position History RJF

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $8MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.1K$9M+2.04%
Q4 202564.1K$10M+2.14%
Q3 202564.1K$11M+2.40%
Q2 202564.1K$10M+2.31%
Q1 202564.1K$9M+2.16%
Q4 202464.1K$10M+2.42%
Q3 202464.1K$8M+1.91%
Q2 202464.1K$8M+1.95%
Q1 202464.1K$8M+2.09%
Q4 202364.1K$7M+2.02%
Q3 202364.1K$6M+2.09%
Q2 202364.1K$7M+2.08%
Q1 202364.1K$6M+2.04%
Q4 202264.1K$7M+2.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Am Investment Strategies LLC’s full portfolio or all institutional holders of RJF.