Sector: financefintech
Conviction from: S&P
52-week range: 138.82182.73
Raymond James Financial is a diversified financial services firm offering wealth management, brokerage, investment banking, and asset management services.
3 tracked filer(s) hold this · 0 opened, 2 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 55 — mean of 3 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bill Nygren / Oakmark (Harris Associates) | 70 | Added +8% | 3,693,787 | $561,566,476 | 0.7% |
| Bridgewater | 56 | Added +14% | 34,074 | $5,180,270 | 0.0% |
| Ancora | 40 | Trimmed -1% | 42,992 | $6,536,074 | 0.1% |
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |