TD Capital Management LLC

Position in RJF — Raymond James Financial Inc

CIK 1483824 MEMPHIS, TN

Position in RJF

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$54,875

-$5,667 QoQ

Shares Held

379

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

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

Financial Services · as of Mar 31, 2026

TD Capital Management LLC holds $775,293 across 16 Asset Management names. RJF ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCAT	BlackRock Capital Allocation Term Trust	35,663	$503,918
2	RJF	Raymond James Financial Inc This page	379	$54,875
3	RMT	Royce Micro-Cap Trust, Inc.	4,496	$50,849
4	PFG	Principal Financial Group Inc	367	$33,070
5	BLK	BlackRock, Inc.	22	$21,157
6	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	1,302	$17,954
7	CRBG	Corebridge Financial, Inc.	695	$16,582
8	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	1,799	$15,579

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,875	379	+0.5%	Shares	Sole	2026-05-11
2025-12-31	$60,542	377	+0.3%	Shares	Sole	2026-02-26
2025-09-30	$64,897	376	+0.3%	Shares	Sole	2025-11-24
2025-06-30	$57,513	375	-1.6%	Shares	Sole	2025-08-08
2024-09-30	$46,657	381	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$46,848	379	+0.3%	Shares	Sole	2024-08-05
2024-03-31	$48,542	378	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$42,035	377	+0.5%	Shares	Sole	2024-02-12
2023-09-30	$37,661	375	-67.4%	Shares	Sole	2023-11-09
2023-06-30	$119,439	1,151	+49.1%	Shares	Sole	2023-08-16
2023-03-31	$72,004	772	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.