Raymond James Financial, Inc.
MX ˙ BMV ˙ US7547301090
SecurityMX:RJF / Raymond James Financial, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership62,072 shares
Latest Disclosed Value $ 8,987,357
Creative Planning reports 8.56% increase in ownership of RJF / Raymond James Financial, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 62,072 shares of Raymond James Financial, Inc. (MX:RJF) valued at $8,987,357 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 57,180 shares of Raymond James Financial, Inc.. This represents a change in shares of 8.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F RAYMOND JAMES FINL COM 754730109 62,072 4,892 8.56 8,987 -2.12 0.0060
2026-02-17 2025-12-31 13F RAYMOND JAMES FINL COM 754730109 57,180 5,705 11.08 9,183 3.35 0.0066
2025-11-14 2025-09-30 13F RAYMOND JAMES FINL COM 754730109 51,475 7,063 15.90 8,885 30.44 0.0068
2025-08-08 2025-06-30 13F RAYMOND JAMES FINL COM 754730109 44,412 3,646 8.94 6,812 20.29 0.0058
2025-05-15 2025-03-31 13F RAYMOND JAMES FINL COM 754730109 40,766 5,252 14.79 5,663 2.65 0.0053
2025-02-14 2024-12-31 13F RAYMOND JAMES FINL COM 754730109 35,514 -2,069 -5.51 5,516 19.86 0.0054
2024-10-11 2024-09-30 13F RAYMOND JAMES FINL COM 754730109 37,583 -198 -0.52 4,602 -1.46 0.0046
2024-08-15 2024-06-30 13F RAYMOND JAMES FINL COM 754730109 37,781 797 2.15 4,670 -1.66 0.0050
2024-05-13 2024-03-31 13F RAYMOND JAMES FINL COM 754730109 36,984 -15,094 -28.98 4,750 -18.21 0.0053
2024-02-14 2023-12-31 13F RAYMOND JAMES FINL COM 754730109 52,078 -1,561 -2.91 5,807 7.80 0.0108
2023-11-16 2023-09-30 13F RAYMOND JAMES FINL COM 754730109 53,639 181 0.34 5,387 -2.90 0.0072
2023-07-21 2023-06-30 13F RAYMOND JAMES FINL COM 754730109 53,458 6,776 14.52 5,547 27.40 0.0074
2023-05-15 2023-03-31 13F RAYMOND JAMES FINL COM 754730109 46,682 -4,816 -9.35 4,354 -20.87 0.0063
2023-02-10 2022-12-31 13F RAYMOND JAMES FINL COM 754730109 51,498 1,502 3.00 5,503 11.35 0.0083
2022-11-03 2022-09-30 13F RAYMOND JAMES FINL COM 754730109 49,996 6,303 14.43 4,941 26.47 0.0085
2022-08-15 2022-06-30 13F RAYMOND JAMES FINL COM 754730109 43,693 1,673 3.98 3,907 -15.40 0.0064
2022-05-16 2022-03-31 13F RAYMOND JAMES FINL COM 754730109 42,020 1,418 3.49 4,618 13.30 0.0072
2022-02-11 2021-12-31 13F RAYMOND JAMES FINL COM 754730109 40,602 4,415 12.20 4,076 22.07 0.0065
2021-11-10 2021-09-30 13F RAYMOND JAMES FINL COM 754730109 36,187 11,855 48.72 3,339 5.63 0.0059
2021-08-04 2021-06-30 13F RAYMOND JAMES FINL COM 754730109 24,332 1,023 4.39 3,161 10.64 0.0056
2021-04-30 2021-03-31 13F CreativePlanning COM 754730109 23,309 -8,025 -25.61 2,857 -4.70 0.0058
2021-01-29 2020-12-31 13F RAYMOND JAMES FINL COM 754730109 31,334 -195 -0.62 2,998 30.69 0.0066
2020-11-05 2020-09-30 13F RAYMOND JAMES FINL COM 754730109 31,529 81 0.26 2,294 5.96 0.0060
2020-07-23 2020-06-30 13F RAYMOND JAMES FINL COM 754730109 31,448 -524 -1.64 2,165 7.13 0.0063
2020-05-05 2020-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 31,972 -9,061 -22.08 2,021 -44.95 0.0072
2020-01-30 2019-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 41,033 -8,803 -17.66 3,671 -10.68 0.0110
2019-11-01 2019-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 49,836 -2,519 -4.81 4,110 -7.16 0.0134
2019-07-26 2019-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 52,355 45,837 703.24 4,427 744.85 0.0149
2019-04-24 2019-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 6,518 -59 -0.90 524 7.16 0.0019
2019-02-12 2018-12-31 13F/A-1 RAYMOND JAMES FINANCIAL COM 754730109 6,577 343 5.50 489 -14.81 0.0020
2019-02-01 2018-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 6,577 343 489
2018-10-25 2018-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 6,234 762 13.93 574 17.38 0.0021
2018-07-20 2018-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 5,472 149 2.80 489 2.73 0.0019
2018-04-18 2018-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 5,323 -89 -1.64 476 -1.45 0.0019
2018-01-17 2017-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 5,412 1,687 45.29 483 53.82 0.0021
2017-10-17 2017-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 3,725 -666 -15.17 314 -10.80 0.0015
2017-07-12 2017-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 4,391 1,022 30.34 352 36.96 0.0018
2017-04-07 2017-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 3,369 -99 -2.85 257 7.08 0.0014
2017-01-09 2016-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 3,468 138 4.14 240 23.71 0.0015
2016-10-12 2016-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 3,330 -48 -1.42 194 16.17 0.0012
2016-07-12 2016-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 3,378 149 4.61 167 8.44 0.0012
2016-04-08 2016-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 3,229 639 24.67 154 2.67 0.0012
2016-01-11 2015-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 2,590 664 34.48 150 56.25 0.0012
2015-10-09 2015-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 1,926 1,926 0.00 96 0.0008
2015-07-09 2015-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 0 -1,691 -100.00 0 -100.00
2015-04-13 2015-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 1,691 1,691 0.00 96 0.0009
2015-01-29 2014-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 0 -1,615 -100.00 0 -100.00
2014-10-10 2014-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 1,615 0 0.00 87 6.10 0.0010
2014-08-20 2014-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 1,615 0 0.00 82 -8.89 0.0011
2014-04-11 2014-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 1,615 0 0.00 90 7.14 0.0014
2014-01-06 2013-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 1,615 0 0.00 84 25.37 0.0014
2013-10-10 2013-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 1,615 0 0.00 67 -2.90 0.0013
2013-07-09 2013-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 1,615 1,615 69 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.