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RAYMOND JAMES FINANCIAL INC: EFG position timeline

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

RAYMOND JAMES FINANCIAL INC held 645,420 EFG 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 645,420 shares
    Change vs previous 13F +25,731 shares

    0.02% of the 13F portfolio, value $80,303,248.

    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 619,689 shares
    Change vs previous 13F -4,238 shares

    0.02% of the 13F portfolio, value $69,014,731.

    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 623,927 shares
    Change vs previous 13F +40,616 shares

    0.02% of the 13F portfolio, value $71,077,734.

    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 583,311 shares
    Change vs previous 13F -25,445 shares

    0.02% of the 13F portfolio, value $66,427,511.

    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 608,756 shares
    Change vs previous 13F +37,070 shares

    0.02% of the 13F portfolio, value $68,180,710.

    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 571,686 shares
    Change vs previous 13F -100,124 shares

    0.02% of the 13F portfolio, value $57,168,626.

    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 671,810 shares
    Change vs previous 13F +434,122 shares

    0.02% of the 13F portfolio, value $65,051,401.

    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 237,688 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $25,587,106.

    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.: 11,382 shares
    • Raymond James Financial Services Advisors, Inc.: 226,306 shares

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