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Rachel Jacobson

Raymond James Financial Inc

Assets Managed
$324.417B
Holdings
5172
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.94%(2Q avg: 2.13%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Raymond James Financial Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5172 positions.

Assets under management

The assets under management (AUM) of Raymond James Financial Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 324.417B in assets, with a quarterly growth rate of 0.94% and a 2-quarter average growth rate of 2.13%. The portfolio is managed by Rachel Jacobson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.41%
5.65%
$18.309B
30.641M shares@ $597.55 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.67%
2.72%
$8.807B
88.715M shares@ $99.27 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.31%
2.36%
$7.653B
30.173M shares@ $253.65 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.83%
2.03%
$6.56B
17.75M shares@ $369.58 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.39%
1.89%
$6.107B
35.062M shares@ $174.18 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.06%
1.56%
$5.029B
16.288M shares@ $308.73 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.33%
1.37%
$4.417B
21.219M shares@ $208.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.25%
1.32%
$4.252B
14.484M shares@ $293.58 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.5%
1.25%
$4.043B
44.654M shares@ $90.53 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.17%
1.17%
$3.78B
13.157M shares@ $287.32 avg price

1-10 of 5172