Access Investment Management LLC

Position in RJF — Raymond James Financial Inc

CIK 2010477 ATLANTA, GA

Position in RJF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,554,818

+$252,239 QoQ

Shares Held

29,960

+0.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#230

of 897 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Access Investment Management LLC holds $22,537,800 across 7 Asset Management names. RJF ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	141,562	$16,748,200
2	RJF	Raymond James Financial Inc This page	29,960	$4,554,818
3	HTGC	Hercules Capital, Inc.	38,200	$602,414
4	ARCC	Ares Capital Corp	30,675	$568,407
5	MFIC	MidCap Financial Investment Corp	4,000	$40,320
6	SEIC	Sei Investments Co	138	$12,103
7	BLK	BlackRock, Inc.	12	$11,538

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,554,818	29,960	+0.8%	Shares	Sole	2026-08-03
2026-03-31	$4,302,579	29,716	+0.2%	Shares	Sole	2026-05-22
2025-12-31	$4,763,259	29,661	0.0%	Shares	Sole	2026-02-02
2025-09-30	$5,119,488	29,661	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$4,500,029	29,341	+1.0%	Shares	Sole	2025-08-05
2024-12-31	$4,512,491	29,051	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$3,530,644	28,831	+0.2%	Shares	Sole	2024-11-04
2024-06-30	$3,558,237	28,786	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$3,664,593	28,536	+0.1%	Shares	Sole	2024-05-01
2023-12-31	$3,177,861	28,501	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.