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Financials

RAYMOND JAMES FINL INC

Original CUSIPs: 754730109. This page shows current managers, quarterly changes, and primary SEC sources.

Current managers
1
Latest reporting quarter
Q1 2026

Who holds it and what changed this quarter

Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.

Bridgewater Associates
Ray Dalio / Bridgewater
Q1 2026
Reduced
0.04% 0.02%(-0.02 pp)

Bridgewater Associates sold 33,805 shares; portfolio weight moved from 0.04% to 0.02%.

-33,805 Shares
-53.14%
SEC05/15/2026

Four-quarter trend

Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.

Historical and source details

Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.

Quarterly holdings details
QuarterCurrent managersCombined valueTotal sharesManager details
Q2 20250$00
Q3 20251$5,592,58532,402
Bridgewater Associates New position
Q4 20251$10,216,57563,619
Bridgewater Associates Increased
Q1 20261$4,316,76929,814
Bridgewater Associates Reduced
Original CUSIP details
ManagerIssuerCUSIPSecurity classMarket valueSharesWeightSource
Bridgewater AssociatesRAYMOND JAMES FINL INC754730109COM$4,316,76929,8140.02%SEC XML