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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

RJF holding history

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

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
1,835
Value
$279.0K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of RJF by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,835$279.0K<0.1%−14−0.8%ReducedHolders
Q1 20261,849$267.8K<0.1%−14−0.8%ReducedHolders
Q4 20251,863$299.2K<0.1%−22−1.2%ReducedHolders
Q3 20251,885$325.3K<0.1%+33+1.8%AddedHolders
Q2 20251,852$284.1K<0.1%−205−10.0%ReducedHolders
Q1 20252,057$285.8K<0.1%+229+12.5%AddedHolders
Q4 20241,828$284.0K<0.1%−688−27.3%ReducedHolders
Q3 20242,516$308.2K<0.1%−30−1.2%ReducedHolders
Q2 20242,546$314.8K<0.1%−176−6.5%ReducedHolders
Q1 20242,722$349.6K<0.1%+43+1.6%AddedHolders
Q4 20232,679$300.1K<0.1%+237+9.7%AddedHolders
Q3 20232,442$245.3K<0.1%+2,442NewHolders