雷蒙德詹姆斯金融公司
MX ˙ BMV ˙ US7547301090
SecurityMX:RJF / Raymond James Financial, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership23,580 shares
Latest Disclosed Value $ 3,414,148
Wealthfront Advisers Llc reports 4.63% decrease in ownership of RJF / Raymond James Financial, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 23,580 shares of Raymond James Financial, Inc. (MX:RJF) valued at $3,414,148 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 24,725 shares of Raymond James Financial, Inc.. This represents a change in shares of -4.63% 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)
2026-05-05 2026-03-31 13F RAYMOND JAMES FINL COM 754730109 23,580 -1,145 -4.63 3,414 -14.01 0.0075
2026-01-30 2025-12-31 13F RAYMOND JAMES FINL COM 754730109 24,725 7,164 40.79 3,971 30.98 0.0089
2025-11-06 2025-09-30 13F RAYMOND JAMES FINL COM 754730109 17,561 5,021 40.04 3,031 57.62 0.0071
2025-07-31 2025-06-30 13F RAYMOND JAMES FINL COM 754730109 12,540 3,991 46.68 1,923 62.01 0.0050
2025-05-02 2025-03-31 13F RAYMOND JAMES FINL COM 754730109 8,549 -116 -1.34 1,188 -11.75 0.0032
2025-04-01 2024-12-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 8,665 1,238 16.67 1,346 47.96 0.0039
2025-02-07 2024-12-31 13F RAYMOND JAMES FINL COM 754730109 19,178 11,751 1,466 0.0044
2024-11-12 2024-09-30 13F RAYMOND JAMES FINL COM 754730109 7,427 70 0.95 910 0.00 0.0028
2024-08-14 2024-06-30 13F RAYMOND JAMES FINL COM 754730109 7,357 538 7.89 909 3.89 0.0031
2024-04-19 2024-03-31 13F RAYMOND JAMES FINL COM 754730109 6,819 -48 -0.70 876 14.38 0.0031
2024-02-09 2023-12-31 13F RAYMOND JAMES FINL COM 754730109 6,867 215 3.23 766 14.52 0.0029
2023-11-01 2023-09-30 13F RAYMOND JAMES FINL COM 754730109 6,652 19 0.29 668 -2.91 0.0029
2023-08-07 2023-06-30 13F RAYMOND JAMES FINL COM 754730109 6,633 -2,352 -26.18 688 -17.90 0.0029
2023-04-28 2023-03-31 13F RAYMOND JAMES FINL COM 754730109 8,985 -14,141 -61.15 838 -66.09 0.0038
2023-02-10 2022-12-31 13F RAYMOND JAMES FINL COM 754730109 23,126 -3,464 -13.03 2,471 -5.97 0.0120
2022-11-14 2022-09-30 13F RAYMOND JAMES FINL COM 754730109 26,590 1,148 4.51 2,628 15.52 0.0140
2022-07-20 2022-06-30 13F RAYMOND JAMES FINL COM 754730109 25,442 2,446 10.64 2,275 -10.01 0.0114
2022-05-16 2022-03-31 13F RAYMOND JAMES FINL COM 754730109 22,996 -1,841 -7.41 2,528 1.36 0.0111
2022-01-21 2021-12-31 13F RAYMOND JAMES FINL COM 754730109 24,837 8,445 51.52 2,494 64.84 0.0105
2021-11-15 2021-09-30 13F RAYMOND JAMES FINL COM 754730109 16,392 12,400 310.62 1,513 191.52 0.0070
2021-08-16 2021-06-30 13F RAYMOND JAMES FINL COM 754730109 3,992 -51 -1.26 519 4.64 0.0025
2021-05-14 2021-03-31 13F RAYMOND JAMES FINL COM 754730109 4,043 390 10.68 496 41.71 0.0027
2021-02-16 2020-12-31 13F RAYMOND JAMES FINL COM 754730109 3,653 464 14.55 350 50.86 0.0021
2020-11-16 2020-09-30 13F RAYMOND JAMES FINL COM 754730109 3,189 3,189 232 0.0017
2020-05-15 2020-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 0 -2,419 -100.00 0 -100.00
2020-01-21 2019-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 2,419 2,419 216 0.0016
2019-10-15 2019-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 0 -2,639 -100.00 0 -100.00
2019-08-13 2019-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 2,639 19 0.73 223 5.69 0.0019
2019-05-13 2019-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 2,620 2,620 211 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.