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RAYMOND JAMES FINANCIAL INC: FUMB position timeline

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

RAYMOND JAMES FINANCIAL INC held 337,934 FUMB 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 337,934 shares
    Change vs previous 13F +61,009 shares

    <0.01% of the 13F portfolio, value $6,777,260.

    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 276,925 shares
    Change vs previous 13F +14,917 shares

    <0.01% of the 13F portfolio, value $5,552,348.

    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 262,008 shares
    Change vs previous 13F -20,930 shares

    <0.01% of the 13F portfolio, value $5,255,889.

    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 282,938 shares
    Change vs previous 13F +6,293 shares

    <0.01% of the 13F portfolio, value $5,687,056.

    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 276,645 shares
    Change vs previous 13F +32,054 shares

    <0.01% of the 13F portfolio, value $5,560,572.

    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 244,591 shares
    Change vs previous 13F -7,755 shares

    <0.01% of the 13F portfolio, value $4,915,067.

    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 252,346 shares
    Change vs previous 13F +77,273 shares

    <0.01% of the 13F portfolio, value $5,069,640.

    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 175,073 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,521,586.

    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.: 18,677 shares
    • Raymond James Financial Services Advisors, Inc.: 156,396 shares

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