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RAYMOND JAMES FINANCIAL INC: PEP position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,992,806 PEP 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 3,992,806 shares
    Change vs previous 13F +276,632 shares

    0.15% of the 13F portfolio, value $540,625,890.

    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 3,716,174 shares
    Change vs previous 13F +472,596 shares

    0.18% of the 13F portfolio, value $577,091,229.

    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 3,243,578 shares
    Change vs previous 13F +49,052 shares

    0.14% of the 13F portfolio, value $465,519,843.

    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 3,194,526 shares
    Change vs previous 13F +101 shares

    0.14% of the 13F portfolio, value $448,638,818.

    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 3,194,425 shares
    Change vs previous 13F +88,443 shares

    0.15% of the 13F portfolio, value $421,791,581.

    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 3,105,982 shares
    Change vs previous 13F -769,505 shares

    0.18% of the 13F portfolio, value $465,710,748.

    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 3,875,487 shares
    Change vs previous 13F +2,756,021 shares

    0.22% of the 13F portfolio, value $589,306,660.

    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 1,119,466 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $190,365,130.

    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.: 125,591 shares
    • Raymond James Financial Services Advisors, Inc.: 993,875 shares

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