---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000043"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-03-25T23:59:59+00:00"
generated_at: "2026-05-15T09:08:05.206972+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Raymond James Feb 2026 operating data: record $1.83T client assets under administration, up 16% YoY

## Summary
- Record client assets under administration of $1.83T, up 16% YoY, driven by higher equity markets and net inflows.
- PCG fee-based account assets $1.08T, up 21% YoY and 2% sequentially, supported by robust advisor recruiting.
- Clients' domestic cash sweep/Enhanced Savings balances $54.6B, down 4% YoY and 1% sequentially.
- Bank loans net $54.0B, up 13% YoY; financial assets under management $292.5B, up 16% YoY.
- Investment banking revenues for first two months of current quarter up ~5% vs prior-year period.

## SEC filing metadata
- accession: 0000720005-26-000043
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-03-25T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000526000043/0000720005-26-000043-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000043/rjf-20260325.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000043
- JSON: https://secwatch.observer/filing/0000720005-26-000043.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000043.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.