secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2026-08-19T20:18:36+00:00
Accession:  0000720005-26-000073
Event type: other_material
Sentiment:  positive
Materiality: 0.50
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Raymond James July 2026 client AUA record $1.93T, up 17% YoY
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- Client assets under administration $1,927.7B, up 17% YoY and slightly from June's $1,922.4B.
- Private Client Group AUA $1,859.9B (+17% YoY); fee-based accounts $1,155.1B (+21% YoY).
- Financial assets under management $344.6B, up 30% YoY; bank loans $56.3B, up 13% YoY.
- Domestic cash sweep & Enhanced Savings balances $56.7B, up 3% YoY but down 4% MoM.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000073/0000720005-26-000073-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000073/rjf-20260819.htm
  HTML page:      https://secwatch.observer/filing/0000720005-26-000073

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer