Raymond James Financial, Inc.
MX ˙ BMV ˙ US7547301090
SecurityMX:RJF / Raymond James Financial, Inc.
InstitutionStablepoint Partners, LLC
Latest Disclosed Ownership14,014 shares
Latest Disclosed Value $ 2,029,134
Stablepoint Partners, LLC reports 2.70% increase in ownership of RJF / Raymond James Financial, Inc.

On April 30, 2026 - Stablepoint Partners, LLC filed a 13F-HR form disclosing ownership of 14,014 shares of Raymond James Financial, Inc. (MX:RJF) valued at $2,029,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 13,645 shares of Raymond James Financial, Inc.. This represents a change in shares of 2.70% 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)
2026-04-30 2026-03-31 13F RAYMOND JAMES FINL COM 754730109 14,014 369 2.70 2,029 -7.39 0.3017
2026-01-13 2025-12-31 13F RAYMOND JAMES FINL COM 754730109 13,645 186 1.38 2,191 -5.68 0.3419
2025-11-03 2025-09-30 13F RAYMOND JAMES FINL COM 754730109 13,459 424 3.25 2,323 16.21 0.3687
2025-08-13 2025-06-30 13F RAYMOND JAMES FINL COM 754730109 13,035 329 2.59 1,999 13.32 0.3401
2025-04-11 2025-03-31 13F RAYMOND JAMES FINL COM 754730109 12,706 -1,945 -13.28 1,765 -22.46 0.3197
2025-01-21 2024-12-31 13F RAYMOND JAMES FINL COM 754730109 14,651 73 0.50 2,276 27.45 0.4177
2024-10-11 2024-09-30 13F RAYMOND JAMES FINL COM 754730109 14,578 341 2.40 1,785 8.64 0.3253
2024-08-02 2024-06-30 13F RAYMOND JAMES FINL COM 754730109 14,237 727 5.38 1,644 -5.25 0.3187
2024-04-23 2024-03-31 13F RAYMOND JAMES FINL COM 754730109 13,510 973 7.76 1,735 24.12 0.3517
2024-02-12 2023-12-31 13F RAYMOND JAMES FINL COM 754730109 12,537 12,537 1,398 0.3583
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.