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RAYMOND JAMES FINANCIAL INC: CGUS position timeline

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

RAYMOND JAMES FINANCIAL INC held 9,873,183 CGUS 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 9,873,183 shares
    Change vs previous 13F +1,069,194 shares

    0.12% of the 13F portfolio, value $439,159,180.

    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 8,803,989 shares
    Change vs previous 13F +1,495,738 shares

    0.1% of the 13F portfolio, value $338,249,253.

    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 7,308,251 shares
    Change vs previous 13F +279,570 shares

    0.09% of the 13F portfolio, value $294,010,929.

    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 7,028,681 shares
    Change vs previous 13F +1,360,335 shares

    0.09% of the 13F portfolio, value $277,914,024.

    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 5,668,346 shares
    Change vs previous 13F +450,094 shares

    0.07% of the 13F portfolio, value $209,332,022.

    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 5,218,252 shares
    Change vs previous 13F +370,182 shares

    0.07% of the 13F portfolio, value $174,289,620.

    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 4,848,070 shares
    Change vs previous 13F +3,104,425 shares

    0.06% of the 13F portfolio, value $169,537,043.

    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 1,743,645 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $59,772,158.

    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.: 20,412 shares
    • Raymond James Financial Services Advisors, Inc.: 1,723,233 shares

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