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RAYMOND JAMES FINANCIAL INC: CUBI position timeline

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

RAYMOND JAMES FINANCIAL INC held 115,479 CUBI 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 115,479 shares
    Change vs previous 13F +22,398 shares

    <0.01% of the 13F portfolio, value $9,134,389.

    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 93,081 shares
    Change vs previous 13F +3,292 shares

    <0.01% of the 13F portfolio, value $6,460,752.

    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 89,789 shares
    Change vs previous 13F -3,453 shares

    <0.01% of the 13F portfolio, value $6,565,372.

    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 93,242 shares
    Change vs previous 13F -41,595 shares

    <0.01% of the 13F portfolio, value $6,095,229.

    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 134,837 shares
    Change vs previous 13F +32,838 shares

    <0.01% of the 13F portfolio, value $7,920,325.

    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 101,999 shares
    Change vs previous 13F +49,755 shares

    <0.01% of the 13F portfolio, value $5,120,350.

    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 52,244 shares
    Change vs previous 13F +27,790 shares

    <0.01% of the 13F portfolio, value $2,543,238.

    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 24,454 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,135,888.

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

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