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RAYMOND JAMES FINANCIAL INC: PM position timeline

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

RAYMOND JAMES FINANCIAL INC held 5,462,045 PM 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 5,462,045 shares
    Change vs previous 13F +582,058 shares

    0.27% of the 13F portfolio, value $988,138,796.

    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 4,879,987 shares
    Change vs previous 13F +255,620 shares

    0.25% of the 13F portfolio, value $806,612,900.

    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 4,624,367 shares
    Change vs previous 13F -132,068 shares

    0.23% of the 13F portfolio, value $741,871,148.

    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 4,756,435 shares
    Change vs previous 13F +464,898 shares

    0.25% of the 13F portfolio, value $771,494,419.

    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 4,291,537 shares
    Change vs previous 13F -140,107 shares

    0.27% of the 13F portfolio, value $781,617,368.

    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 4,431,644 shares
    Change vs previous 13F +92,513 shares

    0.26% of the 13F portfolio, value $703,434,529.

    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 4,339,131 shares
    Change vs previous 13F +3,824,433 shares

    0.19% of the 13F portfolio, value $522,213,522.

    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 514,698 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $62,484,294.

    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.: 103,565 shares
    • Raymond James Financial Services Advisors, Inc.: 411,133 shares

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