Raymond James
Sell-side research on earnings calls · 13F filer
Analysts heard
18
Earnings calls
28
last Nov 4, 2026
Stocks asked about
28
Rating actions
2
from news headlines
Analysts
Introduced as Raymond James by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.
| Stocks asked aboutStocks | |||
|---|---|---|---|
| Steve Moss | 6 | CACFRSTBBTDCOMAUBFBK | 2026-10-27 |
| Dave Rogers | 3 | JANDOCSBRA | 2026-11-03 |
| Melissa Fairbanks | 2 | VSHPLXS | 2026-11-04 |
| Michael Rose | 2 | RNSTBFST | 2026-10-28 |
| David Feaster | 2 | CPFWAL | 2026-10-28 |
| Savvy Sith | 1 | ALGT | 2026-11-04 |
| Patrick O'Shaughnessy | 1 | CWK | 2026-11-04 |
| Wilma Berthes | 1 | HMN | 2026-11-04 |
| Logan Katzman | 1 | NTGR | 2026-11-04 |
| Jason Bedford | 1 | PODD | 2026-11-04 |
| Wilma Bertis | 1 | PRU | 2026-11-04 |
| John Freeman | 1 | SM | 2026-11-04 |
| Sean McCutcheon | 1 | VIR | 2026-11-04 |
| Robert Dodd | 1 | CSWC | 2026-11-03 |
| Jim Rolison | 1 | AROC | 2026-11-03 |
| Savi Scythe | 1 | SKYW | 2026-10-29 |
| David Seaster | 1 | COLB | 2026-10-22 |
| Ken Kohut | 1 | OSBC | 2026-10-22 |
Coverage on earnings calls
- ALGTAllegiant Travel CO
- CWKCushman & Wakefield Ltd.
- HMNHORACE MANN EDUCATORS CORP /DE/
- NTGRNETGEAR, INC.
- PODDINSULET CORP
- PRUPRUDENTIAL FINANCIAL INC
- SMSM Energy Co
- VIRVir Biotechnology, Inc.
- VSHVISHAY INTERTECHNOLOGY INC
- JANJanus Living, Inc.
- CSWCCAPITAL SOUTHWEST CORP
- DOCHEALTHPEAK PROPERTIES, INC.
- AROCArchrock, Inc.
- SBRASabra Health Care REIT, Inc.
- PLXSPLEXUS CORP
- SKYWSKYWEST INC
- RNSTRENASANT CORP
- CPFCENTRAL PACIFIC FINANCIAL CORP
- CACCAMDEN NATIONAL CORP
- BFSTBusiness First Bancshares, Inc.
- FRSTPrimis Financial Corp.
- BBTBeacon Financial Corp
- COLBCOLUMBIA BANKING SYSTEM, INC.
- OSBCOLD SECOND BANCORP INC
- DCOMDime Commercial Bancshares, Inc. /NY/
- AUBAtlantic Union Bankshares Corp
- WALWESTERN ALLIANCE BANCORPORATION
- FBKFB Financial Corp
Recent rating changes
Upgrades, downgrades, initiations and target changes by Raymond James named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.
13F holdings: the firm's own book
13F filing of Raymond James's parent, Raymond James Financial Inc, for the quarter ended Jun 30, 2026, filed Aug 14, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what Raymond James's brokerage clients hold; client positions are private.
Reported value
$368.7B
equity positions
Positions
5,229
New positions
311
vs Mar 31, 2026
Sold out
210
options $240M (not in totals)
Largest positions
| Rank | Holding | ||
|---|---|---|---|
| 1 |  VOO | $21.39B | 5.8% |
| 2 |  AGG | $9.19B | 2.5% |
| 3 |  AAPL | $8.95B | 2.4% |
| 4 |  NVDA | $7.18B | 1.9% |
| 5 |  MSFT | $6.88B | 1.9% |
| 6 |  AVGO | $6.20B | 1.7% |
| 7 |  AMZN | $5.04B | 1.4% |
| 8 |  JPM | $4.84B | 1.3% |
| 9 |  GOOGL | $4.63B | 1.3% |
| 10 |  IEFA | $4.45B | 1.2% |
| 11 |  IVV | $3.55B | 1.0% |
| 12 |  SPY | $3.47B | 0.9% |
| 13 |  QQQ | $3.11B | 0.8% |
| 14 |  IJH | $3.01B | 0.8% |
| 15 |  WMT | $2.74B | 0.7% |
| 16 |  GOOG | $2.71B | 0.7% |
| 17 |  ABBV | $2.62B | 0.7% |
| 18 |  JNJ | $2.57B | 0.7% |
| 19 |  VO | $2.52B | 0.7% |
| 20 | EATON CORP PLC | $2.35B | 0.6% |
| 21 |  META | $2.21B | 0.6% |
| 22 |  IJR | $2.09B | 0.6% |
| 23 |  BRK.B | $2.07B | 0.6% |
| 24 |  HD | $2.06B | 0.6% |
| 25 |  LLY | $2.06B | 0.6% |
Biggest additions
Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.