NOVARE CAPITAL MANAGEMENT LLC

Position in RJF — Raymond James Financial Inc

CIK 1388409 CHARLOTTE, NC

Position in RJF

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$261,925

-$28,582 QoQ

Shares Held

1,809

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $18,706,136 across 5 Asset Management names. RJF ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	26,033	$11,569,065
2	FDUS	FIDUS INVESTMENT Corp	206,114	$3,590,505
3	CGBD	Carlyle Secured Lending, Inc.	251,395	$2,750,261
4	IVZ	Invesco Ltd.	22,000	$534,380
5	RJF	Raymond James Financial Inc This page	1,809	$261,925

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$261,925	1,809	0.0%	Shares	Sole	2026-04-17
2025-12-31	$290,507	1,809	-4.0%	Shares	Sole	2026-02-05
2025-09-30	$325,178	1,884	0.0%	Shares	Sole	2025-11-03
2025-06-30	$288,949	1,884	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$261,150	1,880	0.0%	Shares	Sole	2025-04-29
2024-12-31	$292,020	1,880	-9.6%	Shares	Sole	2025-01-21
2024-09-30	$254,716	2,080	0.0%	Shares	Sole	2024-10-11
2024-06-30	$257,108	2,080	-14.4%	Shares	Sole	2024-08-02
2024-03-31	$312,060	2,430	-11.0%	Shares	Sole	2024-05-06
2023-12-31	$304,395	2,730	0.0%	Shares	Sole	2024-02-08
2023-09-30	$274,173	2,730	0.0%	Shares	Sole	2023-11-02
2023-06-30	$283,292	2,730	-6.8%	Shares	Sole	2023-07-28
2023-03-31	$273,281	2,930	0.0%	Shares	Sole	2023-04-20
2022-12-31	$313,070	2,930	0.0%	Shares	Sole	2023-01-17
2022-09-30	$289,542	2,930	0.0%	Shares	Sole	2022-10-11
2022-06-30	$261,971	2,930	+12.7%	Shares	Sole	2022-08-03
2022-03-31	$285,766	2,600	-33.8%	Shares	Sole	2022-05-09
2021-12-31	$394,572	3,930	0.0%	Shares	Sole	2022-02-03
2021-09-30	$362,660	3,930	+50.0%	Shares	Sole	2021-11-04
2021-06-30	$226,892	2,620	-10.3%	Shares	Sole	2021-08-02
2021-03-31	$238,583	2,920	0.0%	Shares	Sole	2021-05-11
2020-12-31	$186,237	2,920	-2.5%	Shares	Sole	2021-02-01
2020-09-30	$145,277	2,995	-17.3%	Shares	Sole	2020-11-03
2020-06-30	$166,109	3,620	0.0%	Shares	Sole	2020-08-06
2020-03-31	$152,522	3,620	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.