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RAYMOND JAMES FINANCIAL INC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on AGG, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 92,816,907 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,816,907 shares
    Change vs previous 13F +4,102,241 shares

    2.49% of the 13F portfolio, value $9,187,017,423.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,714,666 shares
    Change vs previous 13F +3,953,847 shares

    2.72% of the 13F portfolio, value $8,806,702,890.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 84,760,819 shares
    Change vs previous 13F +5,514,115 shares

    2.64% of the 13F portfolio, value $8,465,912,189.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,246,704 shares
    Change vs previous 13F +1,911,414 shares

    2.55% of the 13F portfolio, value $7,944,481,976.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,335,290 shares
    Change vs previous 13F -3,959,393 shares

    2.64% of the 13F portfolio, value $7,671,660,679.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 81,294,683 shares
    Change vs previous 13F +3,421,606 shares

    3.03% of the 13F portfolio, value $8,041,669,453.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 77,873,077 shares
    Change vs previous 13F +72,304,478 shares

    2.79% of the 13F portfolio, value $7,545,900,906.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,568,599 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $563,932,015.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 585,654 shares
    • Raymond James Financial Services Advisors, Inc.: 4,982,945 shares

    Acceptance time not in the bulk data set (spec §4.2).