TD Capital Management LLC

Position in RJF — Raymond James Financial Inc

CIK 1483824 MEMPHIS, TN

Position in RJF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$57,771

+$2,896 QoQ

Shares Held

380

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#715

of 897 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TD Capital Management LLC holds $897,986 across 16 Asset Management names. RJF ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCAT	BlackRock Capital Allocation Term Trust	37,467	$596,849
2	RMT	Royce Micro-Cap Trust, Inc.	4,496	$65,821
3	RJF	Raymond James Financial Inc This page	380	$57,771
4	PFG	Principal Financial Group Inc	369	$39,770
5	BLK	BlackRock, Inc.	22	$21,154
6	CRBG	Corebridge Financial, Inc.	695	$19,897
7	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	1,302	$18,931
8	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	1,799	$17,648

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,771	380	+0.3%	Shares	Sole	2026-08-06
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.