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RAYMOND JAMES FINANCIAL INC: PEG position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,387,002 PEG 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 1,387,002 shares
    Change vs previous 13F -19,065 shares

    0.03% of the 13F portfolio, value $112,569,131.

    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 1,406,067 shares
    Change vs previous 13F -145,575 shares

    0.04% of the 13F portfolio, value $113,821,095.

    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 1,551,642 shares
    Change vs previous 13F -2,139,262 shares

    0.04% of the 13F portfolio, value $124,596,875.

    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 3,690,904 shares
    Change vs previous 13F -1,177,494 shares

    0.1% of the 13F portfolio, value $308,042,577.

    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 4,868,398 shares
    Change vs previous 13F +185,060 shares

    0.14% of the 13F portfolio, value $409,821,716.

    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 4,683,338 shares
    Change vs previous 13F +230,636 shares

    0.15% of the 13F portfolio, value $385,438,814.

    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 4,452,702 shares
    Change vs previous 13F +3,244,820 shares

    0.14% of the 13F portfolio, value $376,208,701.

    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 1,207,882 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $107,755,159.

    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.: 102,467 shares
    • Raymond James Financial Services Advisors, Inc.: 1,105,415 shares

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