Other investments ($20 and $8 pledged as collateral)
Raymond James Financial Other investments ($20 and $8 pledged as collateral) increased by 0.3% to $399M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 30.4%, from $306M to $399M. Over 5 years (FY 2020 to FY 2025), Other investments ($20 and $8 pledged as collateral) shows an upward trend with a 3.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Changes reflect the performance and valuation of the company's alternative or non-core investment portfolio.
Detailed definition
Miscellaneous financial instruments held at fair value that do not fit into standard categories like trading or AFS secu...
Peer comparison
Varies significantly based on the firm's appetite for alternative and principal investments.
other_financial_instruments_owned_other_at_fair_valueHistorical Data
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $583M | $357M | $711M | $407M | $365M | $292M | $296M | $318M | $306M | $306M | $310M | $306M | $333M | $302M | $299M | $306M | $315M | $390M | $398M | $399M |
| QoQ Change | — | -38.8% | +99.2% | -42.8% | -10.3% | -20.0% | +1.4% | +7.4% | -3.8% | +0.0% | +1.3% | -1.3% | +8.8% | -9.3% | -1.0% | +2.3% | +2.9% | +23.8% | +2.1% | +0.3% |
| YoY Change | — | — | — | — | -37.4% | -18.2% | -58.4% | -21.9% | -16.2% | +4.8% | +4.7% | -3.8% | +8.8% | -1.3% | -3.5% | +0.0% | -5.4% | +29.1% | +33.1% | +30.4% |
Other investments ($20 and $8 pledged as collateral) at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's other investments ($20 and $8 pledged as collateral)?
- Raymond James Financial (RJF) reported other investments ($20 and $8 pledged as collateral) of $399M in Q1 2026.
- How has Raymond James Financial's other investments ($20 and $8 pledged as collateral) changed year-over-year?
- Raymond James Financial's other investments ($20 and $8 pledged as collateral) increased by 30.4% year-over-year, from $306M to $399M.
- What is the long-term trend for Raymond James Financial's other investments ($20 and $8 pledged as collateral)?
- Over 5 years (2020 to 2025), Raymond James Financial's other investments ($20 and $8 pledged as collateral) has grown at a 3.1% compound annual growth rate (CAGR), from $334M to $390M.
- What does other investments ($20 and $8 pledged as collateral) mean?
- Other miscellaneous investments carried at their current market value.