Raymond James Financial, Inc.
US ˙ NYSE ˙ US7547301090

SecurityRJF / Raymond James Financial, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership28,242 shares
Latest Disclosed Value $ 4,089,133
Cwm, Llc reports 5.72% decrease in ownership of RJF / Raymond James Financial, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 28,242 shares of Raymond James Financial, Inc. (US:RJF) valued at $4,089,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 29,955 shares of Raymond James Financial, Inc.. This represents a change in shares of -5.72% during the quarter. The current value of the position is $4,139,148 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F RAYMOND JAMES FINL COM 754730109 28,242 -1,713 -5.72 4,089 102,125.00 0.0106
2026-01-26 2025-12-31 13F RAYMOND JAMES FINL COM 754730109 29,955 1,576 5.55 5 0.00 0.0130
2025-10-15 2025-09-30 13F RAYMOND JAMES FINL COM 754730109 28,379 336 1.20 5 0.00 0.0147
2025-07-25 2025-06-30 13F RAYMOND JAMES FINL COM 754730109 28,043 447 1.62 4 33.33 0.0152
2025-05-01 2025-03-31 13F RAYMOND JAMES FINL COM 754730109 27,596 331 1.21 4 -25.00 0.0153
2025-02-04 2024-12-31 13F RAYMOND JAMES FINL COM 754730109 27,265 15,412 130.03 4 300.00 0.0176
2024-10-08 2024-09-30 13F RAYMOND JAMES FINL COM 754730109 11,853 325 2.82 1 0.00 0.0062
2024-07-10 2024-06-30 13F RAYMOND JAMES FINL COM 754730109 11,528 156 1.37 1 0.00 0.0067
2024-04-05 2024-03-31 13F RAYMOND JAMES FINL COM 754730109 11,372 -1,480 -11.52 1 0.00 0.0071
2024-02-01 2023-12-31 13F RAYMOND JAMES FINL COM 754730109 12,852 520 4.22 1 0.00 0.0077
2023-10-11 2023-09-30 13F RAYMOND JAMES FINL COM 754730109 12,332 200 1.65 1 0.00 0.0076
2023-08-03 2023-06-30 13F RAYMOND JAMES FINL COM 754730109 12,132 7,980 192.20 1 0.0078
2023-05-01 2023-03-31 13F RAYMOND JAMES FINL COM 754730109 4,152 1,723 70.93 0 0.0026
2023-02-01 2022-12-31 13F RAYMOND JAMES FINL COM 754730109 2,429 351 16.89 0 -100.00 0.0019
2022-10-27 2022-09-30 13F RAYMOND JAMES FINL COM 754730109 2,078 231 12.51 205 24.24 0.0016
2022-07-28 2022-06-30 13F RAYMOND JAMES FINL COM 754730109 1,847 598 47.88 165 20.44 0.0013
2022-04-21 2022-03-31 13F RAYMOND JAMES FINL COM 754730109 1,249 912 270.62 137 302.94 0.0010
2022-01-31 2021-12-31 13F RAYMOND JAMES FINL COM 754730109 337 317 1,585.00 34 1,033.33 0.0002
2021-09-15 2021-06-30 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2021-07-29 2021-06-30 13F RAYMOND JAMES FINL COM 754730109 20 0 3 0.0000
2021-09-15 2021-03-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2021-04-27 2021-03-31 13F RAYMOND JAMES FINL COM 754730109 10 -10 1 0.0000
2021-09-15 2020-12-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2021-01-27 2020-12-31 13F RAYMOND JAMES FINL COM 754730109 10 -10 1 0.0000
2021-09-15 2020-09-30 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2020-10-19 2020-09-30 13F RAYMOND JAMES FINL COM 754730109 83 63 6 0.0001
2021-09-15 2020-06-30 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2020-07-22 2020-06-30 13F RAYMOND JAMES FINL COM 754730109 14 -6 1 0.0000
2021-09-15 2020-03-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2020-04-28 2020-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 135 115 9 0.0001
2021-09-14 2019-12-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2020-01-27 2019-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 10 -10 1 0.0000
2021-09-14 2019-09-30 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2019-10-22 2019-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 177 157 15 0.0002
2021-09-14 2019-06-30 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 0 0.00 3 0.00 0.0000
2019-07-31 2019-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 125 105 11 0.0002
2021-09-02 2019-03-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 20 -174 -89.69 3 -78.57 0.0000
2019-04-22 2019-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 125 -69 10 0.0002
2019-01-25 2018-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 194 119 158.67 14 100.00 0.0003
2018-10-29 2018-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 75 11 17.19 7 16.67 0.0002
2018-07-31 2018-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 64 0 0.00 6 0.00 0.0002
2018-04-26 2018-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 64 0 0.00 6 0.00 0.0002
2018-01-16 2017-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 64 0 0.00 6 20.00 0.0003
2017-10-16 2017-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 64 64 5 0.0002
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.