PALISADE CAPITAL MANAGEMENT, LP

Position in RJF — Raymond James Financial Inc

CIK 1009006 FORT LEE, NJ

Position in RJF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$26,822,652

-$20,436,514 QoQ

Shares Held

176,430

-45.9% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#97

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $43,017,610 across 4 Asset Management names. RJF ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc This page	176,430	$26,822,652
2	KKR	KKR & Co. Inc.	98,738	$9,062,173
3	ARCC	Ares Capital Corp	363,137	$6,728,928
4	NMFC	New Mountain Finance Corp	56,326	$403,857

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,822,652	176,430	-45.9%	Shares	Sole	2026-08-14
2026-03-31	$47,259,166	326,398	-6.7%	Shares	Sole	2026-05-15
2025-12-31	$56,191,565	349,907	-7.4%	Shares	Sole	2026-02-17
2025-09-30	$65,252,983	378,059	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$57,599,483	375,559	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$53,187,110	382,889	+0.7%	Shares	Sole	2025-04-29
2024-12-31	$59,088,929	380,409	-23.4%	Shares	Sole	2025-02-14
2024-09-30	$60,808,737	496,560	-5.7%	Shares	Sole	2024-11-14
2024-06-30	$65,079,799	526,493	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$68,552,522	533,815	-5.5%	Shares	Sole	2024-05-15
2023-12-31	$63,005,528	565,072	-5.3%	Shares	Sole	2024-02-14
2023-09-30	$59,944,859	596,882	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$61,515,063	592,802	+1.8%	Shares	Sole	2023-08-14
2023-03-31	$54,333,039	582,535	+0.7%	Shares	Sole	2023-05-08
2022-12-31	$61,814,327	578,515	-1.1%	Shares	Sole	2023-03-24
2022-09-30	$57,797,347	584,875	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$52,488,587	587,055	+1.0%	Shares	Sole	2022-08-10
2022-03-31	$63,896,837	581,356	-6.1%	Shares	Sole	2022-05-09
2021-12-31	$62,176,314	619,286	-0.7%	Shares	Sole	2022-04-21
2021-09-30	$57,579,213	623,962	+59.7%	Shares	Sole	2021-11-15
2021-06-30	$50,753,358	390,711	-2.4%	Shares	Sole	2021-08-12
2021-03-31	$49,049,022	400,204	+2.2%	Shares	Sole	2021-05-12
2020-12-31	$37,473,460	391,695	-4.6%	Shares	Sole	2021-02-11
2020-09-30	$29,871,201	410,544	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$28,133,594	408,740	+3.7%	Shares	Sole	2020-08-06
2020-03-31	$24,906,215	394,086	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.