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RAYMOND JAMES FINANCIAL INC: XLE position timeline

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

RAYMOND JAMES FINANCIAL INC held 6,032,809 XLE 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 6,032,809 shares
    Change vs previous 13F +145,344 shares

    0.09% of the 13F portfolio, value $320,402,469.

    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 5,887,465 shares
    Change vs previous 13F +3,393 shares

    0.11% of the 13F portfolio, value $360,666,099.

    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 5,884,072 shares
    Change vs previous 13F +3,054,557 shares

    0.08% of the 13F portfolio, value $263,076,863.

    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 2,829,515 shares
    Change vs previous 13F -95,451 shares

    0.08% of the 13F portfolio, value $252,788,903.

    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 2,924,966 shares
    Change vs previous 13F -199,849 shares

    0.09% of the 13F portfolio, value $248,066,411.

    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 3,124,815 shares
    Change vs previous 13F -230,721 shares

    0.11% of the 13F portfolio, value $292,013,966.

    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 3,355,536 shares
    Change vs previous 13F +2,086,264 shares

    0.11% of the 13F portfolio, value $287,435,144.

    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 1,269,272 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $111,442,101.

    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.: 22,230 shares
    • Raymond James Financial Services Advisors, Inc.: 1,247,042 shares

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