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RAYMOND JAMES FINANCIAL INC: USMV position timeline

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

RAYMOND JAMES FINANCIAL INC held 14,642,755 USMV 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 14,642,755 shares
    Change vs previous 13F +392,078 shares

    0.38% of the 13F portfolio, value $1,412,440,139.

    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 14,250,677 shares
    Change vs previous 13F +477,559 shares

    0.41% of the 13F portfolio, value $1,321,607,732.

    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 13,773,118 shares
    Change vs previous 13F +251,970 shares

    0.4% of the 13F portfolio, value $1,296,876,694.

    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 13,521,148 shares
    Change vs previous 13F +206,108 shares

    0.41% of the 13F portfolio, value $1,286,401,966.

    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 13,315,040 shares
    Change vs previous 13F +191,453 shares

    0.43% of the 13F portfolio, value $1,249,882,820.

    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 13,123,587 shares
    Change vs previous 13F -124,957 shares

    0.46% of the 13F portfolio, value $1,229,155,072.

    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 13,248,544 shares
    Change vs previous 13F +9,472,057 shares

    0.43% of the 13F portfolio, value $1,176,338,223.

    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 3,776,487 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $344,831,074.

    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.: 211,729 shares
    • Raymond James Financial Services Advisors, Inc.: 3,564,758 shares

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