William B. Walkup & Associates, Inc. RJF — RAYMOND JAMES FINANCIAL INC

Ownership history in William B. Walkup & Associates, Inc.  ·  8 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported RAYMOND JAMES FINANCIAL INC (RJF) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.32% in 2024 Q4. The latest visible filing shows RJF at 1.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RJF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William B. Walkup & Associates, Inc.'s position in RAYMOND JAMES FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RJF was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RJF stock page William B. Walkup & Associates, Inc. fund profile William B. Walkup & Associates, Inc. full holdings
How William B. Walkup & Associates, Inc. held RJF — position size vs. price
% of Fund (quarterly)    RJF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 13,335 +289 +2.2% 1.11% $1.9M 2026-04-20 $152.24
2025 Q4 REDUCED — — — 13,046 -289 -2.2% 1.15% $2.1M 2026-02-17 $157.44
2025 Q3 UNCHANGED — — — 13,335 — 0% 1.23% $2.3M 2025-10-29 $157.13
2025 Q2 UNCHANGED — — — 13,335 — 0% 1.20% $2.0M 2025-08-12 $166.69
2025 Q1 REDUCED — — — 13,335 -60 -0.4% 1.13% $1.9M 2025-05-13 $151.02
2024 Q4 UNCHANGED — — — 13,395 — 0% 1.32% $2.1M 2025-02-14 $157.17
2024 Q3 UNCHANGED — — — 13,395 — 0% 1.01% $1.6M 2024-11-15 $157.48
2024 Q2 INITIATED — — — 13,395 — — 1.08% $1.7M 2024-08-16 $113.22

🏢 Other funds also holding RJF

As of 2026 Q1 — sorted by position size

Greenfield Seitz Capital Management, LLC 2.18% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 1.41% CHIRON CAPITAL MANAGEMENT, LLC 3Y 1.25% STUART INVESTMENT ADVISORS, INC. 3Y 1.21% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 1.14% LMG Wealth Partners, LLC 3Y 1.08% Andrew Hill Investment Advisors, Inc. 3Y 1.05% Nemes Rush Group LLC 0.93% Adelphi Trust Co 0.86% MUIRFIELD WEALTH ADVISORS LLC 0.79%

FAQ About William B. Walkup & Associates, Inc. and RJF

These are the practical questions this page is built to answer before you even open the full history table.

How long has William B. Walkup & Associates, Inc. reported owning RJF?

William B. Walkup & Associates, Inc. reported RJF across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported RJF position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for RJF was 1.32% in 2024 Q4.

What is the latest reported RJF position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 13,335 shares, equal to 1.11% of portfolio, with an estimated market value of $1.9M.

What does the chart on this RJF ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'s quarterly RJF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did William B. Walkup & Associates, Inc. time their RJF position?

Based on 13F filing dates vs. subsequent RJF price moves, William B. Walkup & Associates, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on RJF relative to SPY over the holding period was +7.3%.

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