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RAYMOND JAMES FINANCIAL INC

Position in LOB — Live Oak Bancshares, Inc.

CIK 720005 ST. PETERSBURG, FL

Position in LOB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$11,737,007
+$3,046,610 QoQ
Shares Held
287,390
+9.4% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 240 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

RAYMOND JAMES FINANCIAL INC holds $2,741,783,046 across 180 Banks - Regional names. LOB ranks #46 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LOB

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,737,007 287,390
2026-03-31 $8,690,397 262,788
2025-12-31 $7,566,273 220,270
2025-09-30 $6,548,947 185,944
2025-06-30 $5,354,553 179,683
2025-03-31 $4,522,868 169,650
2024-12-31 $5,276,562 133,415