Raymond James Financial Inc Q2 2026: Focus on Technology & ETFs in Holdings Shift

Raymond James Financial Inc has released its latest portfolio data as of June 30, 2026. The firm's holdings have undergone notable shifts during this quarter.

Major Purchases & Portfolio Weight Changes

The investor appears to be heavily focused on exchange-traded funds (ETFs) and specific large-cap stocks. Among the most significant additions are positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AGG), and APPLE INC (AAPL).

• Raymond James Financial Inc increased its position in VOO, a core holding, by 507,839 shares or approximately 1.66% year-over-year.
• Shares of AGG also saw substantial growth, rising by over 4 million shares (4.62%) during the quarter.
• The position in AAPL, a major Technology stock, increased significantly as well.

Furthermore, there were notable increases in other ETFs:

• The investor boosted holdings of VANGUARD INDEX FDS (VO) significantly during the quarter.
• Purchases of VANGUARD INDEX FDS (VUG), another Technology-focused ETF, were substantial.
• The position in ISHARES TR (IWF) also increased considerably.
• VANGUARD WORLD FD (VGT), a broad Technology ETF, saw significant buying activity.

The investor's portfolio shows strong conviction in certain sectors. The Technology sector allocation increased slightly this quarter, while the Communication Services and Consumer Cyclical allocations remained relatively stable despite some stock-level changes.

Notable Sales & Reductions

Conversely, Raymond James Financial Inc reduced its exposure to several holdings during Q2 2026:

• The position in AMAZON COM INC (AMZN) decreased slightly by 0.25%.
• Sales of ALPHABET INC (GOOGL), a Communication Services stock, were recorded during the quarter.

However, more significant reductions occurred in other ETFs:

• The investor sold shares of T ROWE PRICE EXCHANGE-TRADED (TMSL).
• There was a substantial reduction in holdings for ISHARES TR (HDV), indicating an exit from this particular fund.

The portfolio also saw reductions in individual stocks:

• Shares of COMCAST CORP NEW (CMCSA) were sold significantly during the quarter.
• Sales of HEWLETT PACKARD ENTERPRISE C (HPE), a Technology stock, occurred.

Overall Portfolio Activity

The portfolio contains 4527 holdings as of June 30, 2026. The top five holdings by weight account for approximately 14.6% of the total value (VOO + AGG + AAPL + NVDA + JPM).

Raymond James Financial Inc demonstrated both buying and selling activities this quarter:

• The portfolio includes several large-cap Technology stocks like AAPL, NVDA, and MSFT.
• The investor also holds significant fixed income exposure via the AGG fund.

Raymond James Financial Inc has shown a pattern of large purchases and large sales during this reporting period, indicating active management within their portfolio. The specific stocks involved in these activities can be explored further on InsiderSet.