Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

RJF holding history

Raymond James Financial Inc in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overview All 13F holders of RJF Full Q2 2026 holdings

Shares (Q2 2026): 98,433
Value: $15.0M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of RJF by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	98,433	$15.0M	0.2%	−4,874−4.7%	Reduced	Holders
Q1 2026	103,307	$15.0M	0.2%	−12,523−10.8%	Reduced	Holders
Q4 2025	115,830	$18.6M	0.2%	−7,745−6.3%	Reduced	Holders
Q3 2025	123,575	$21.3M	0.3%	−10,211−7.6%	Reduced	Holders
Q2 2025	133,786	$20.5M	0.3%	−45,706−25.5%	Reduced	Holders
Q1 2025	179,492	$24.9M	0.4%	−6,193−3.3%	Reduced	Holders
Q4 2024	185,685	$28.8M	0.4%	−40,657−18.0%	Reduced	Holders
Q3 2024	226,342	$25.2M	0.4%	+4,752+2.1%	Added	Holders
Q2 2024	221,590	$27.4M	0.4%	−4,607−2.0%	Reduced	Holders
Q1 2024	226,197	$29.0M	0.5%	−145−0.1%	Reduced	Holders
Q4 2023	226,342	$25.2M	0.4%	−2,313−1.0%	Reduced	Holders
Q3 2023	228,655	$23.0M	0.4%	−12,250−5.1%	Reduced	Holders
Q2 2023	240,905	$25.0M	0.4%	−10,088−4.0%	Reduced	Holders
Q1 2023	250,993	$23.4M	0.5%	−2,261−0.9%	Reduced	Holders
Q4 2022	253,254	$27.1M	0.6%	−4,292−1.7%	Reduced	Holders
Q3 2022	257,546	$25.5M	0.6%	−9,383−3.5%	Reduced	Holders
Q2 2022	266,929	$23.9M	0.5%	+340.0%	Added	Holders
Q1 2022	266,895	$29.3M	0.5%	−10,964−3.9%	Reduced	Holders
Q4 2021	277,859	$27.9M	0.5%	−1,843−0.7%	Reduced	Holders
Q3 2021	279,702	$25.8M	0.5%	+86,396+44.7%	Added	Holders
Q2 2021	193,306	$25.1M	0.5%	+2,523+1.3%	Added	Holders
Q1 2021	190,783	$23.4M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.