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RAYMOND JAMES FINANCIAL INC: EXC position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,164,590 EXC 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 2,164,590 shares
    Change vs previous 13F -67,776 shares

    0.03% of the 13F portfolio, value $100,913,211.

    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 2,232,366 shares
    Change vs previous 13F -325,797 shares

    0.03% of the 13F portfolio, value $109,430,547.

    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 2,558,163 shares
    Change vs previous 13F -520,179 shares

    0.03% of the 13F portfolio, value $111,510,294.

    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 3,078,342 shares
    Change vs previous 13F -158,286 shares

    0.04% of the 13F portfolio, value $138,555,593.

    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 3,236,628 shares
    Change vs previous 13F +1,204,364 shares

    0.05% of the 13F portfolio, value $140,534,233.

    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 2,032,264 shares
    Change vs previous 13F +1,387,134 shares

    0.04% of the 13F portfolio, value $93,646,686.

    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 645,130 shares
    Change vs previous 13F +460,418 shares

    0.01% of the 13F portfolio, value $24,282,704.

    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 184,712 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,490,067.

    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.: 21,185 shares
    • Raymond James Financial Services Advisors, Inc.: 163,527 shares

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