MTM Investment Management, LLC
Position in RJF — Raymond James Financial Inc
CIK 1831416
SPARTANBURG, SC
Position in RJF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$418,386
+$19,924 QoQ
Shares Held
2,752
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#539
of 897 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MTM Investment Management, LLC holds $2,698,657 across 23 Asset Management names. RJF ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
820 | $788,479 | |
| 2 | RJF |
Raymond James Financial Inc
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|
2,752 | $418,386 | |
| 3 | TROW |
Price T Rowe Group Inc
|
3,175 | $360,965 | |
| 4 | AMP |
Ameriprise Financial Inc
|
626 | $287,183 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
5,000 | $201,150 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
5,200 | $156,884 | |
| 7 | BX |
Blackstone Inc.
|
909 | $106,962 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
13,530 | $76,579 |
All Filings in RJF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,386 | 2,752 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $398,462 | 2,752 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $441,943 | 2,752 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $474,995 | 2,752 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $422,074 | 2,752 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $382,280 | 2,752 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $427,468 | 2,752 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $337,009 | 2,752 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $333,747 | 2,700 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $346,734 | 2,700 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $301,050 | 2,700 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $271,161 | 2,700 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $280,179 | 2,700 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $251,829 | 2,700 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $288,495 | 2,700 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $266,814 | 2,700 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $241,407 | 2,700 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $296,757 | 2,700 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $271,080 | 2,700 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $249,156 | 2,700 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $233,820 | 1,800 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $220,608 | 1,800 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||