Chief Admin Officer

Chief Strategy Officer

Chief Operating Officer

President, PCG

Executive Chair RJBank

Raymond James Financial is a diversified financial services firm that provides wealth management, investment banking, asset management, and capital markets services to individuals, corporations, and municipalities. The firm maintains an extensive catalogue of products and services across its business lines. However, the wealth management franchise generates the bulk of its revenues and earnings through a vast network of more than 8,900 independent and employee-affiliated advisors, who collectively managed over $1.7 trillion in client assets as of fiscal year-end 2025. While Raymond James maintains a global footprint, the company derives over 90% of its revenue and an even larger percentage of its operating income, from the United States.

Institution	Shares	Value	Change
Vanguard	21,862,597	$3.3B	DECREASED
BlackRock	14,343,870	$2.2B	INCREASED
Wellington Management	9,446,121	$1.4B	DECREASED
Primecap Management Co	9,242,552	$1.4B	DECREASED
State Street	7,889,824	$1.2B	INCREASED

Insider	Type	Shares	Value	Date
Bella Loykhter Allaire (Chief Admin Officer)	SELL	7,500	$1M	2026-08-28
Tarek Helal (Chief Strategy Officer)	GIFT	23,397		2026-08-20
Scott A Curtis (Chief Operating Officer)	GIFT	1,000		2026-08-18
Tashtego S Elwyn (President, PCG)	SELL	10,000	$2M	2026-07-28
Steven M Raney (Executive Chair RJBank)	SELL	5,770	$998K	2026-07-27

Raymond James Financial, Inc. (RJF) Ownership & Trading Activity

Top Institutional Holders

Recent Insider Trades