Raymond James Financial Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Raymond James Financial Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party product partners, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; and securities borrowing and lending services. The Capital Markets segment provides investment banking services, including equity underwriting, debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services. The Asset Management segment offers asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Raymond James Bank segment provides insured deposit accounts; commercial and industrial, commercial real estate (CRE) and CRE construction, tax-exempt, residential, securities-based, and other loans; and loan syndication services. The Other segment engages in the private equity investments, including various direct and third-party private equity investments; and legacy private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party product partners, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; and securities borrowing and lending services. The Capital Markets segment provides investment banking services, including equity underwriting, debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services. The Asset Management segment offers asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Raymond James Bank segment provides insured deposit accounts; commercial and industrial, commercial real estate (CRE) and CRE construction, tax-exempt, residential, securities-based, and other loans; and loan syndication services. The Other segment engages in the private equity investments, including various direct and third-party private equity investments; and legacy private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Nov 25 '25
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Nov 25 '25
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Raymond James Financial Inc
157.06
+2.46%
vs ±5.2% implied · ×0.47
shaded = implied · ▲▼ = realized
Linked news
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; of Raymond James Financial Inc's 6 closest co-movers, 2 share that code.
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; of Raymond James Financial Inc's 6 closest co-movers, 2 share that code.
Tall tick = annual report · Source: EDGAR
—
Expected move
Inputsspot 157.22exp Feb 19ATM strike 155ATM straddle 18.30IV 26%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $2.2B | 9.41% | +1.59% |
| Vanguardindex-like | $1.7B | 7.37% | −1.07% |
| Wellington | $1.4B | 6.20% | −2.62% |
| Primecap | $1.4B | 6.06% | −1.12% |
| Vanguard Portfolioindex-like | $1.4B | 5.84% | −1.79% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $2.2B | 9.41% | +1.59% |
| Vanguardindex-like | $1.7B | 7.37% | −1.07% |
| Wellington | $1.4B | 6.20% | −2.62% |
| Primecap | $1.4B | 6.06% | −1.12% |
| Vanguard Portfolioindex-like | $1.4B | 5.84% | −1.79% |