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RAYMOND JAMES FINANCIAL INC: XLB position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,743,706 XLB 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 3,743,706 shares
    Change vs previous 13F +2,726,236 shares

    0.05% of the 13F portfolio, value $190,292,544.

    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 1,017,470 shares
    Change vs previous 13F +33,450 shares

    0.02% of the 13F portfolio, value $50,842,953.

    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 984,020 shares
    Change vs previous 13F +547,835 shares

    0.01% of the 13F portfolio, value $44,625,283.

    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 436,185 shares
    Change vs previous 13F -31,437 shares

    0.01% of the 13F portfolio, value $39,090,870.

    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 467,622 shares
    Change vs previous 13F -16,609 shares

    0.01% of the 13F portfolio, value $41,061,877.

    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 484,231 shares
    Change vs previous 13F +17,396 shares

    0.02% of the 13F portfolio, value $41,634,163.

    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 466,835 shares
    Change vs previous 13F +236,597 shares

    0.01% of the 13F portfolio, value $39,279,525.

    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 230,238 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $22,190,331.

    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.: 2,548 shares
    • Raymond James Financial Services Advisors, Inc.: 227,690 shares

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