RJF Smart Money
Raymond James Financial, Inc.
1W: +1.9%
1M: -1.5%
3M: -8.9%
YTD: -2.3%
1Y: -1.3%
3Y: +72.6%
5Y: +69.4%
$158.12
+0.05 (+0.03%)
Weekly Expected Move ±2.6%
$150
$154
$158
$162
$166
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $62.2M held by 143 funds, 92 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026994
Institutions Holding
-32 vs prior
74.5%
Ownership
+4.34%
76
New
332
Increased
430
Reduced
87
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-28 | Allaire Bella Loykhter | officer: chief admin officer | S-Sale | 7,500 | $177.60 | $1.3M | Filing |
| 2026-08-20 | Helal Tarek | officer: chief strategy officer | G-Gift | 23,397 | $— | $0 | Filing |
| 2026-08-18 | Curtis Scott A | officer: chief operating officer | G-Gift | 1,000 | $— | $0 | Filing |
| 2026-07-28 | Elwyn Tashtego S | officer: president, pcg | S-Sale | 10,000 | $176.06 | $1.8M | Filing |
| 2026-07-27 | Raney Steven M | officer: executive chair rjbank | S-Sale | 5,770 | $172.97 | $998K | Filing |
| 2026-03-19 | Allaire Bella Loykhter | officer: chief admin officer | S-Sale | 29,551 | $142.34 | $4.2M | Filing |
| 2026-02-28 | Aisenbrey Christopher S | officer: chief human resources officer | F-Tax Withholding | 132 | $153.08 | $20K | Filing |
| 2026-02-24 | Edwards Jeffrey N | director | G-Gift | 1,504 | $— | $0 | Filing |
| 2026-02-19 | Begor Mark W | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | Esty Benjamin | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | GARCIA ART A | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | Gates Anne | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | MCDANIEL RAYMOND W | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | MCGEARY RODERICK C | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | Mistarz Cecily | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-19 | Seshadri Raj | director | A-Grant/Award | 1,303 | $— | $0 | Filing |
| 2026-02-04 | Santelli Jonathan N | officer: evp, general counsel | S-Sale | 4,500 | $170.46 | $767K | Filing |
| 2026-01-30 | Edwards Jeffrey N | director | G-Gift | 20,504 | $— | $0 | Filing |
| 2025-12-30 | Helal Tarek | officer: chief strategy officer | G-Gift | 80 | $— | $0 | Filing |
| 2025-12-30 | Helal Tarek | officer: chief strategy officer | G-Gift | 81 | $— | $0 | Filing |
| 2025-12-15 | Curtis Scott A | officer: chief operating officer | F-Tax Withholding | 2,375 | $163.85 | $389K | Filing |
| 2025-12-15 | Elwyn Tashtego S | officer: president, pcg | F-Tax Withholding | 10,704 | $163.85 | $1.8M | Filing |
| 2025-12-15 | Curtis Scott A | officer: chief operating officer | F-Tax Withholding | 10,485 | $163.85 | $1.7M | Filing |
| 2025-12-15 | Curtis Scott A | officer: chief operating officer | F-Tax Withholding | 1,835 | $163.85 | $301K | Filing |
| 2025-12-15 | Allaire Bella Loykhter | officer: chief admin officer | F-Tax Withholding | 1,207 | $163.85 | $198K | Filing |
🏛️ Congressional Trades
17 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-04-13 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-06 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2023-10-31 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-07-14 | Jared Moskowitz | House | Sell | $100,001 - $250,000 | Filing |
| 2023-05-23 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-03-24 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-03-14 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-03-06 | Daniel Goldman | House | Sell | $15,001 - $50,000 | Filing |
| 2023-01-31 | Daniel Goldman | House | Buy | $15,001 - $50,000 | Filing |
| 2022-08-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-07-19 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-06-17 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-06-16 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-05-23 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-10 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-01-21 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,343,870 | $2.2B | +224,747 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,237,644 | $1.7B | -121,049 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 9,446,121 | $1.4B | -254,055 | 2026-06-30 | Filing |
| PRIMECAP MANAGEMENT CO/CA | 9,242,552 | $1.4B | -104,620 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,900,131 | $1.4B | -162,158 | 2026-06-30 | Filing |
| STATE STREET CORP | 7,889,824 | $1.2B | +35,294 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 4,647,639 | $704M | +10,477 | 2026-06-30 | Filing |
| FMR LLC | 4,404,819 | $670M | -1,441,624 | 2026-06-30 | Filing |
| HARRIS ASSOCIATES L P | 3,693,787 | $562M | +268,466 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 2,711,675 | $404M | -1,756,986 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,449,646 | $372M | +50,008 | 2026-06-30 | Filing |
| NORGES BANK | 2,432,562 | $370M | +2,432,562 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 2,371,847 | $361M | -77,913 | 2026-06-30 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 2,328,700 | $354M | -160,989 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,222,277 | $338M | +72,429 | 2026-06-30 | Filing |
| EARNEST PARTNERS LLC | 2,203,294 | $335M | -19,305 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 2,121,458 | $323M | +595,360 | 2026-06-30 | Filing |
| Invesco Ltd. | 2,049,456 | $312M | -100,425 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 1,929,515 | $293M | +989 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 1,896,135 | $290M | +17,592 | 2026-06-30 | Filing |