Raymond James Financial, Inc.
MX ˙ BMV ˙ US7547301090
SecurityMX:RJF / Raymond James Financial, Inc.
InstitutionPalmer Knight Co
Latest Disclosed Ownership43,781 shares
Latest Disclosed Value $ 6,339,051
Palmer Knight Co reports 1.27% decrease in ownership of RJF / Raymond James Financial, Inc.

On May 12, 2026 - Palmer Knight Co filed a 13F-HR form disclosing ownership of 43,781 shares of Raymond James Financial, Inc. (MX:RJF) valued at $6,339,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 44,342 shares of Raymond James Financial, Inc.. This represents a change in shares of -1.27% 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 43,781 -561 -1.27 6,339 -10.97 3.0933
2026-02-03 2025-12-31 13F RAYMOND JAMES FINL COM 754730109 44,342 -9,671 -17.90 7,121 -23.62 3.7373
2025-11-04 2025-09-30 13F RAYMOND JAMES FINL COM 754730109 54,013 -1,651 -2.97 9,323 9.20 4.4160
2025-07-29 2025-06-30 13F RAYMOND JAMES FINL COM 754730109 55,664 -741 -1.31 8,537 8.96 3.6393
2025-05-06 2025-03-31 13F RAYMOND JAMES FINL COM 754730109 56,405 -918 -1.60 7,835 -12.00 3.8074
2025-01-23 2024-12-31 13F RAYMOND JAMES FINL COM 754730109 57,323 -7,134 -11.07 8,904 12.80 3.9895
2024-10-31 2024-09-30 13F RAYMOND JAMES FINL COM 754730109 64,457 -238 -0.37 7,893 -1.29 3.4695
2024-08-05 2024-06-30 13F RAYMOND JAMES FINL COM 754730109 64,695 102 0.16 7,997 -3.60 3.8251
2024-04-29 2024-03-31 13F RAYMOND JAMES FINL COM 754730109 64,593 2,085 3.34 8,295 19.03 4.0392
2024-02-05 2023-12-31 13F RAYMOND JAMES FINL COM 754730109 62,508 -147 -0.23 6,970 10.76 4.2080
2023-10-23 2023-09-30 13F RAYMOND JAMES FINL COM 754730109 62,655 -507 -0.80 6,292 -4.00 4.2226
2023-07-31 2023-06-30 13F RAYMOND JAMES FINL COM 754730109 63,162 2,555 4.22 6,554 15.96 3.9337
2023-05-02 2023-03-31 13F RAYMOND JAMES FINL COM 754730109 60,607 2,666 4.60 5,653 -8.69 3.5908
2023-02-24 2022-12-31 13F/A-1 RAYMOND JAMES FINL COM 754730109 57,941 -109 -0.19 6,191 7.90 5.5286
2023-02-03 2022-12-31 13F RAYMOND JAMES FINL COM 754730109 57,941 -109 6 5.5286
2022-11-01 2022-09-30 13F RAYMOND JAMES FINL COM 754730109 58,050 3,234 5.90 5,737 17.06 5.3989
2022-08-02 2022-06-30 13F RAYMOND JAMES FINL COM 754730109 54,816 -493 -0.89 4,901 -19.38 4.6456
2022-05-06 2022-03-31 13F RAYMOND JAMES FINL COM 754730109 55,309 -28,986 -34.39 6,079 -28.17 4.8005
2022-01-26 2021-12-31 13F RAYMOND JAMES FINL COM 754730109 84,295 -529 -0.62 8,463 8.11 3.9577
2021-10-22 2021-09-30 13F RAYMOND JAMES FINL COM 754730109 84,824 30,468 56.05 7,828 10.86 4.0808
2021-07-20 2021-06-30 13F RAYMOND JAMES FINL COM 754730109 54,356 -16,554 -23.35 7,061 -18.76 3.8762
2021-04-23 2021-03-31 13F RAYMOND JAMES FINL COM 754730109 70,910 8,662 13.92 8,691 45.94 4.9968
2021-01-26 2020-12-31 13F RAYMOND JAMES FINL COM 754730109 62,248 2,778 4.67 5,955 37.62 4.5292
2020-10-29 2020-09-30 13F RAYMOND JAMES FINL COM 754730109 59,470 -13,446 -18.44 4,327 -13.79 4.4170
2020-07-20 2020-06-30 13F RAYMOND JAMES FINL COM 754730109 72,916 445 0.61 5,019 9.59 3.9035
2020-04-20 2020-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 72,471 15,998 28.33 4,580 -9.34 4.4048
2020-01-17 2019-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 56,473 -177 -0.31 5,052 8.16 4.2245
2019-10-31 2019-09-30 13F RAYMOND JAMES FINANCIAL COM 754730109 56,650 2,218 4.07 4,671 1.50 3.9670
2019-07-11 2019-06-30 13F RAYMOND JAMES FINANCIAL COM 754730109 54,432 63 0.12 4,602 5.26 3.9707
2019-04-26 2019-03-31 13F RAYMOND JAMES FINANCIAL COM 754730109 54,369 3,244 6.35 4,372 14.93 4.0413
2019-02-13 2018-12-31 13F RAYMOND JAMES FINANCIAL COM 754730109 51,125 51,125 3,804 4.4597
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.