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CAPTRUST FINANCIAL ADVISORS: RJF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on RJF, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 38,778 RJF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,778 shares
    Change vs previous 13F +926 shares

    0.01% of the 13F portfolio, value $5,895,458.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,852 shares
    Change vs previous 13F -2,306 shares

    0.01% of the 13F portfolio, value $5,480,532.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,158 shares
    Change vs previous 13F +1,001 shares

    0.01% of the 13F portfolio, value $6,448,946.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,157 shares
    Change vs previous 13F +317 shares

    0.01% of the 13F portfolio, value $6,758,462.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,840 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $5,956,854.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,544 shares
    Change vs previous 13F -1,463 shares

    0.01% of the 13F portfolio, value $5,354,153.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,007 shares
    Change vs previous 13F +325 shares

    0.02% of the 13F portfolio, value $6,214,216.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,859,400.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).