Raymond James Financial, Inc.
MX ˙ BMV ˙ US7547301090
SecurityMX:RJF / Raymond James Financial, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,842 shares
Latest Disclosed Value $ 411,493
IFP Advisors, Inc reports 97.36% increase in ownership of RJF / Raymond James Financial, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,842 shares of Raymond James Financial, Inc. (MX:RJF) valued at $411,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,440 shares of Raymond James Financial, Inc.. This represents a change in shares of 97.36% 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)
2026-04-13 2026-03-31 13F RAYMOND JAMES FINL cs 754730109 2,842 1,402 97.36 411 77.92 0.0085
2026-02-06 2025-12-31 13F RAYMOND JAMES FINL cs 754730109 1,440 -98 -6.37 231 -12.83 0.0052
2026-02-06 2025-09-30 13F/A-1 RAYMOND JAMES FINL cs 754730109 1,538 -720 -31.89 265 -33.08 0.0069
2025-12-02 2025-09-30 13F RAYMOND JAMES FINL cs 754730109 988 -1,270 362 0.0093
2025-07-24 2025-06-30 13F RAYMOND JAMES FINL cs 754730109 2,258 -58 -2.50 397 23.36 0.0113
2025-05-05 2025-03-31 13F RAYMOND JAMES FINL cs 754730109 2,316 -345 -12.97 322 -22.28 0.0099
2025-02-04 2024-12-31 13F RAYMOND JAMES FINL cs 754730109 2,661 -1,342 -33.52 413 -15.71 0.0135
2025-02-04 2024-09-30 13F RAYMOND JAMES FINL cs 754730109 4,003 299 8.07 490 7.22 0.0177
2024-07-30 2024-06-30 13F RAYMOND JAMES FINL cs 754730109 3,704 355 10.60 458 6.28 0.0182
2024-07-30 2024-03-31 13F RAYMOND JAMES FINL cs 754730109 3,349 -224 -6.27 430 8.04 0.0189
2024-01-09 2023-12-31 13F RAYMOND JAMES FINL cs 754730109 3,573 -257 -6.71 399 3.65 0.0188
2023-10-12 2023-09-30 13F RAYMOND JAMES FINL cs 754730109 3,830 -140 -3.53 385 -6.57 0.0173
2023-08-14 2023-06-30 13F/A-1 RAYMOND JAMES FINL cs 754730109 3,970 1,928 94.42 412 105.50 0.0172
2023-08-04 2023-06-30 13F RAYMOND JAMES FINL cs 754730109 3,970 1,928 389 0.0180
2023-04-18 2023-03-31 13F RAYMOND JAMES FINL cs 754730109 2,042 -46,926 -95.83 200 4,900.00 0.0087
2023-02-07 2022-12-31 13F RAYMOND JAMES FINL cs 754730109 48,968 -1,688 -3.33 5 -99.92 0.1285
2022-11-08 2022-09-30 13F RAYMOND JAMES FINL cs 754730109 50,656 1,015 2.04 4,977 2.03 0.1297
2022-09-06 2022-06-30 13F/A-1 RAYMOND JAMES FINL cs 754730109 49,641 0 0.00 4,878 0.00 0.1564
2022-09-06 2022-03-31 13F/A-1 RAYMOND JAMES FINL cs 754730109 49,641 43,539 713.52 4,878 695.76 0.1564
2022-08-08 2022-03-31 13F RAYMOND JAMES FINL INC COM Stock 754730109 6,576 474 645 0.0132
2022-01-12 2021-12-31 13F RAYMOND JAMES FINL INC COM Stock 754730109 6,102 -17 -0.28 613 8.50 0.0120
2021-10-06 2021-09-30 13F RAYMOND JAMES FINL INC COM Stock 754730109 6,119 2,028 49.57 565 6.40 0.0113
2021-07-13 2021-06-30 13F RAYMOND JAMES FINL INC COM Stock 754730109 4,091 60 1.49 531 7.49 0.0110
2021-04-30 2021-03-31 13F RAYMOND JAMES FINL INC COM Stock 754730109 4,031 -196 -4.64 494 22.28 0.0096
2021-01-25 2020-12-31 13F RAYMOND JAMES FINL INC COM Stock 754730109 4,227 -48 -1.12 404 30.32 0.0164
2020-10-29 2020-09-30 13F RAYMOND JAMES FINL INC COM Stock 754730109 4,275 -281 -6.17 310 -0.32 0.0185
2020-08-05 2020-06-30 13F RAYMOND JAMES FINL INC COM Stock 754730109 4,556 124 2.80 311 8.74 0.0246
2020-05-12 2020-03-31 13F RAYMOND JAMES FINL INC COM Stock 754730109 4,432 318 7.73 286 -23.12 0.0289
2020-01-17 2019-12-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 4,114 -392 -8.70 372 -1.59 0.0280
2019-11-07 2019-09-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 4,506 4,164 1,217.54 378 1,250.00 0.0253
2019-05-15 2019-03-31 13F RAYMOND JAMESFINANCIAL Stock 754730109 342 -4,387 -92.77 28 -91.98 0.0038
2019-06-03 2018-12-31 13F/A-10 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 4,729 -488 -9.35 349 -27.29 0.0213
2019-01-23 2018-12-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 4,729 -488 349 0.0213
2019-06-03 2018-09-30 13F/A-9 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,217 -574 -9.91 480 -7.16 0.0196
2018-10-25 2018-09-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,217 -574 480 0.0196
2019-06-03 2018-06-30 13F/A-8 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,791 14 0.24 517 0.19 0.0217
2018-08-07 2018-06-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,791 -848 517
2019-06-03 2018-03-31 13F/A-7 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,777 0 0.00 516 0.00 0.0234
2018-05-09 2018-03-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 6,639 862 594
2019-06-03 2017-12-31 13F/A-6 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,777 -492 -7.85 516 -2.46 0.0234
2018-01-24 2017-12-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,777 -492 516
2017-10-30 2017-09-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 6,269 -470 -6.97 529 -2.22 0.0210
2019-06-03 2017-06-30 13F/A-5 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 6,739 -150 -2.18 541 3.05 0.0229
2017-07-31 2017-06-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 6,739 -150 541
2019-06-03 2017-03-31 13F/A-4 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 6,889 1,153 20.10 525 32.24 0.0229
2017-04-26 2017-03-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 6,889 1,153 525
2019-06-03 2016-12-31 13F/A-3 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,736 3,764 190.87 397 245.22 0.0192
2017-02-14 2016-12-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 5,736 3,764 397
2016-11-04 2016-09-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 1,972 473 31.55 115 55.41 0.0060
2019-06-03 2016-06-30 13F/A-2 RAYMOND JAMES FINANCIAL INC COM Stock 754730109 1,499 1,157 338.30 74 164.29 0.0041
2016-08-22 2016-06-30 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 1,499 1,157 74
2019-06-03 2016-03-31 13F/A-1 RAYMOND JAMESFINANCIAL Stock 754730109 342 -2,390 -87.48 28 -82.28 0.0038
2016-05-02 2016-03-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 1,349 -1,383 64
2016-02-11 2015-12-31 13F RAYMOND JAMES FINANCIAL INC COM Stock 754730109 2,732 2,732 158 0.0106
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.