RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings5,396 positions
VANGUARD INDEX FDS | 31.1M | $21.4B | 5.8% | $537.81 | +31.91% | 7 qtrssince 2024-Q4 | Increased 63 |
ISHARES TR | 92.8M | $9.2B | 2.5% | $92.23 | +3.45% | 7 qtrssince 2024-Q4 | Increased 57 |
APPLE INC | 30.9M | $8.9B | 2.4% | $249.96 | +36.82% | 7 qtrssince 2024-Q4 | Increased 56 |
NVIDIA CORPORATION | 35.9M | $7.2B | 1.9% | $137.00 | +58.56% | 7 qtrssince 2024-Q4 | Increased 51 |
MICROSOFT CORP | 18.4M | $6.9B | 1.9% | $413.99 | +30.30% | 7 qtrssince 2024-Q4 | Increased 52 |
BROADCOM INC | 16.4M | $6.2B | 1.7% | $231.22 | +48.92% | 7 qtrssince 2024-Q4 | Increased 51 |
AMAZON COM INC | 21.2M | $5B | 1.4% | $221.26 | +15.14% | 7 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 14.8M | $4.8B | 1.3% | $233.53 | +43.68% | 7 qtrssince 2024-Q4 | Increased 51 |
ALPHABET INC | 13M | $4.6B | 1.3% | $188.70 | +85.06% | 7 qtrssince 2024-Q4 | Decreased 0 |
ISHARES TR | 46M | $4.4B | 1.2% | $72.55 | +33.18% | 7 qtrssince 2024-Q4 | Increased 52 |
ISHARES TR | 4.7M | $3.6B | 1.0% | $593.41 | +30.63% | 7 qtrssince 2024-Q4 | Increased 47 |
STATE STR SPDR S&P 500 ETF T | 4.6M | $3.5B | 0.9% | $589.41 | +30.94% | 7 qtrssince 2024-Q4 | Increased 46 |
INVESCO QQQ TR | 4.2M | $3.1B | 0.8% | $530.80 | +37.15% | 7 qtrssince 2024-Q4 | Increased 46 |
ISHARES TR | 39.1M | $3B | 0.8% | $61.95 | +17.88% | 7 qtrssince 2024-Q4 | Increased 48 |
WALMART INC | 24.2M | $2.7B | 0.7% | $89.07 | +32.33% | 7 qtrssince 2024-Q4 | Increased 45 |
ALPHABET INC | 7.7M | $2.7B | 0.7% | $193.17 | +78.55% | 7 qtrssince 2024-Q4 | Increased 46 |
ABBVIE INC | 10.4M | $2.6B | 0.7% | $178.99 | +58.33% | 7 qtrssince 2024-Q4 | Increased 49 |
JOHNSON & JOHNSON | 10.1M | $2.6B | 0.7% | $142.81 | +77.36% | 7 qtrssince 2024-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 31.3M | $2.5B | 0.7% | $66.26 | +22.08% | 7 qtrssince 2024-Q4 | Increased 73 |
EATON CORP PLC | 5.5M | $2.3B | 0.6% | $326.69 | +23.20% | 7 qtrssince 2024-Q4 | Decreased 0 |
RAYMOND JAMES FINANCIAL INC manages $368.9B across 5396 positions as of Q2 2026. Top holdings: VOO (5.8%), AGG (2.5%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 315 new positions, 226 exits, 2669 increased. Top move: VO (INCREASED, conviction 73). Portfolio: $368.9B across 5396 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR