Gradient Investments LLC

Position in RJF — Raymond James Financial Inc

CIK 1542265 ARDEN HILLS, MN

Position in RJF

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,541,584

-$2,071,071 QoQ

Shares Held

10,140

-59.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#359

of 897 holders

Holding Since

Jun 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $7,444,961 across 5 Asset Management names. RJF ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	135,005	$2,547,544
2	AMG	Affiliated Managers Group, Inc.	7,065	$2,390,796
3	RJF	Raymond James Financial Inc This page	10,140	$1,541,584
4	IVZ	Invesco Ltd.	28,112	$741,875
5	PDI	PIMCO Dynamic Income Fund	13,363	$223,162

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,541,584	10,140	-59.4%	Shares	Sole	2026-07-08
2026-03-31	$3,612,655	24,951	+277133.3%	Shares	Sole	2026-04-13
2023-12-31	$1,003	9	0.0%	Shares	Sole	2024-01-18
2023-09-30	$903	9	+80.0%	Shares	Sole	2023-10-27
2023-06-30	$518	5	—	Shares	Sole	2023-07-11
No filing history on record for this holder in this stock.