Raymond James Financial, Inc.
MX ˙ BMV ˙ US7547301090
SecurityMX:RJF / Raymond James Financial, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership63,615 shares
Latest Disclosed Value $ 9,210,741
Stifel Financial Corp reports 0.26% decrease in ownership of RJF / Raymond James Financial, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 63,615 shares of Raymond James Financial, Inc. (MX:RJF) valued at $9,210,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 63,782 shares of Raymond James Financial, Inc.. This represents a change in shares of -0.26% 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 63,615 -167 -0.26 9,211 -10.08 0.0020
2026-02-13 2025-12-31 13F RAYMOND JAMES FINL COM 754730109 63,782 -2,760 -4.15 10,243 -10.81 0.0092
2025-11-12 2025-09-30 13F RAYMOND JAMES FINL COM 754730109 66,542 -4,444 -6.26 11,486 5.49 0.0105
2025-08-14 2025-06-30 13F RAYMOND JAMES FINL COM 754730109 70,986 5,504 8.41 10,888 19.69 0.0106
2025-05-14 2025-03-31 13F RAYMOND JAMES FINL COM 754730109 65,482 -33,605 -33.91 9,096 -40.90 0.0097
2025-02-13 2024-12-31 13F RAYMOND JAMES FINL COM 754730109 99,087 25 0.03 15,391 26.87 0.0160
2024-11-14 2024-09-30 13F RAYMOND JAMES FINL COM 754730109 99,062 -9,250 -8.54 12,131 -9.39 0.0127
2024-08-13 2024-06-30 13F RAYMOND JAMES FINL COM 754730109 108,312 -6,126 -5.35 13,389 -8.90 0.0151
2024-05-14 2024-03-31 13F RAYMOND JAMES FINL COM 754730109 114,438 43,944 62.34 14,697 86.97 0.0167
2024-02-12 2023-12-31 13F RAYMOND JAMES FINL COM 754730109 70,494 4,251 6.42 7,861 18.16 0.0099
2023-11-13 2023-09-30 13F RAYMOND JAMES FINL COM 754730109 66,243 -3,852 -5.50 6,653 -8.55 0.0094
2023-08-14 2023-06-30 13F RAYMOND JAMES FINL COM 754730109 70,095 327 0.47 7,274 11.79 0.0100
2023-05-12 2023-03-31 13F RAYMOND JAMES FINL COM 754730109 69,768 1,299 1.90 6,508 -11.06 0.0093
2023-02-13 2022-12-31 13F RAYMOND JAMES FINL COM 754730109 68,469 -6,269 -8.39 7,316 -0.95 0.0110
2022-11-14 2022-09-30 13F RAYMOND JAMES FINL COM 754730109 74,738 -1,086 -1.43 7,386 8.92 0.0121
2022-08-15 2022-06-30 13F RAYMOND JAMES FINL COM 754730109 75,824 1,170 1.57 6,781 -17.36 0.0106
2022-05-13 2022-03-31 13F RAYMOND JAMES FINL COM 754730109 74,654 1,191 1.62 8,205 11.24 0.0112
2022-02-14 2021-12-31 13F RAYMOND JAMES FINL COM 754730109 73,463 -723 -0.97 7,376 7.74 0.0098
2021-11-15 2021-09-30 13F RAYMOND JAMES FINL COM 754730109 74,186 23,650 46.80 6,846 4.28 0.0100
2021-08-13 2021-06-30 13F RAYMOND JAMES FINL COM 754730109 50,536 -2,001 -3.81 6,565 1.97 0.0098
2021-05-14 2021-03-31 13F RAYMOND JAMES FINL COM 754730109 52,537 15 0.03 6,438 28.09 0.0106
2021-02-12 2020-12-31 13F RAYMOND JAMES FINL COM 754730109 52,522 -29,246 -35.77 5,026 -15.52 0.0090
2020-11-16 2020-09-30 13F RAYMOND JAMES FINL COM 754730109 81,768 3,853 4.95 5,949 10.91 0.0122
2020-08-14 2020-06-30 13F RAYMOND JAMES FINL COM 754730109 77,915 -32,554 -29.47 5,364 -23.54 0.0123
2020-05-14 2020-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 110,469 5,815 5.56 7,015 -24.97 0.0194
2020-02-13 2019-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 104,654 20,813 24.82 9,349 36.74 0.0195
2019-11-19 2019-09-30 13F/A-1 RAYMOND JAMES FINANCIAL COM 754730109 83,841 -3,853 -4.39 6,837 -7.48 0.0174
2019-11-13 2019-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 84,011 -3,683 6,851 3,840.3289
2019-08-14 2019-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 87,694 -7,750 -8.12 7,390 -3.20 0.0191
2019-05-14 2019-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 95,444 2,537 2.73 7,634 11.71 0.0216
2019-02-13 2018-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 92,907 56,316 153.91 6,834 103.03 0.0221
2018-11-13 2018-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 36,591 -32,925 -47.36 3,366 -45.81 0.0096
2018-08-14 2018-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 69,516 30,813 79.61 6,212 79.38 0.0191
2018-05-11 2018-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 38,703 2,403 6.62 3,463 6.78 0.0109
2018-02-14 2017-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 36,300 5,012 16.02 3,243 23.07 0.0103
2017-11-13 2017-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 31,288 894 2.94 2,635 8.21 0.0091
2017-08-14 2017-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 30,394 545 1.83 2,435 6.89 0.0090
2017-05-10 2017-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 29,849 -3,122 -9.47 2,278 -0.13 0.0088
2017-02-16 2016-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 32,971 -2,480 -7.00 2,281 10.41 0.0097
2016-11-15 2016-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 35,451 -5,383 -13.18 2,066 2.58 0.0093
2016-08-17 2016-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 40,834 5,618 15.95 2,014 20.10 0.0093
2016-05-16 2016-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 35,216 -4,820 -12.04 1,677 -27.75 0.0089
2016-03-21 2015-12-31 13F/A-2 RAYMOND JAMES FINANCIAL COM 754730109 40,036 5,086 14.55 2,321 33.85 0.0121
2016-02-26 2015-12-31 13F/A-1 RAYMOND JAMES FINANCIAL COM 754730109 39,636 -400 2,298 0.0120
2016-02-16 2015-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 35,180 5,628
2015-11-16 2015-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 34,950 4,613 15.21 1,734 -2.69 0.0097
2015-08-17 2015-06-30 13F/A-1 RAYMOND JAMES FINANCIAL COM 754730109 30,337 19,685 184.80 1,782 194.55 0.0092
2015-08-17 2015-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 15,579 928
2015-05-14 2015-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 10,652 2,812 35.87 605 34.74 0.0033
2015-02-13 2014-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 7,840 -71,109 -90.07 449 -89.39 0.0025
2014-11-13 2014-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 78,949 46,311 141.89 4,230 155.59 0.0371
2014-08-14 2014-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 32,638 28,939 782.35 1,655 699.52 0.0149
2014-05-15 2014-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 3,699 3,699 207 0.0020
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.