Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: XLY position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,120,982 XLY 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 3,120,982 shares
    Change vs previous 13F +123,325 shares

    0.1% of the 13F portfolio, value $366,028,695.

    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 2,997,657 shares
    Change vs previous 13F -9,545 shares

    0.1% of the 13F portfolio, value $326,684,548.

    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 3,007,202 shares
    Change vs previous 13F +1,038,879 shares

    0.11% of the 13F portfolio, value $359,090,020.

    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 1,968,323 shares
    Change vs previous 13F -75,103 shares

    0.15% of the 13F portfolio, value $471,688,867.

    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 2,043,426 shares
    Change vs previous 13F +5,405 shares

    0.15% of the 13F portfolio, value $444,097,650.

    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 2,038,021 shares
    Change vs previous 13F +600 shares

    0.15% of the 13F portfolio, value $402,427,635.

    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 2,037,421 shares
    Change vs previous 13F +1,657,685 shares

    0.17% of the 13F portfolio, value $457,095,419.

    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 379,736 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $76,087,796.

    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.: 8,953 shares
    • Raymond James Financial Services Advisors, Inc.: 370,783 shares

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