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RAYMOND JAMES FINANCIAL INC: XLU position timeline

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

RAYMOND JAMES FINANCIAL INC held 7,612,186 XLU 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 7,612,186 shares
    Change vs previous 13F +491,044 shares

    0.09% of the 13F portfolio, value $345,136,514.

    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 7,121,142 shares
    Change vs previous 13F +378,712 shares

    0.1% of the 13F portfolio, value $326,789,190.

    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 6,742,430 shares
    Change vs previous 13F +3,566,047 shares

    0.09% of the 13F portfolio, value $287,834,315.

    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 3,176,383 shares
    Change vs previous 13F +1,431,115 shares

    0.09% of the 13F portfolio, value $277,012,336.

    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 1,745,268 shares
    Change vs previous 13F +294,905 shares

    0.05% of the 13F portfolio, value $142,518,577.

    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 1,450,363 shares
    Change vs previous 13F -107,942 shares

    0.04% of the 13F portfolio, value $114,361,085.

    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 1,558,305 shares
    Change vs previous 13F +710,305 shares

    0.04% of the 13F portfolio, value $117,948,079.

    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 848,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $68,501,445.

    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.: 38,453 shares
    • Raymond James Financial Services Advisors, Inc.: 809,547 shares

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