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RJRJDI
3 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CARILLON SER TR

Steward Partners Investment Advisory, LLC holds 41,629 shares of RJDI (CARILLON SER TR), worth $1.2M as of 2026-Q2. The position was increased (+70.5% shares). RJDI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.2M

Current Shares

41,629

Total Value Change

+$854,476

Total Shares Change

+27,154

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
41,629
+70.5%
$1.2M0.0%
38
2026-Q1
Increased
24,409
+68.6%
$652,3310.0%
36
2025-Q4
New
14,475
-
$366,0730.0%
33

Other major holders of RJDI: RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC

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