Discontinued — last reported Q2 '24
Raymond James Financial AFS Securities increased by 7.3% to $1.40B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 16.2%, from $1.21B to $1.40B. Over 5 years (FY 2020 to FY 2025), AFS Securities shows relatively stable performance with a -2.1% CAGR.
An increase reflects capital allocation toward investment portfolios, while a decrease may signal portfolio rebalancing or asset liquidation.
Available-for-sale securities are debt or equity investments that are not classified as trading or held-to-maturity, and...
Common in the investment portfolios of banks and insurance companies.
fin_afs_securities| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $8.32B | $8.55B | $8.82B | $10.46B | $9.89B | $9.79B | $9.77B | $9.57B | $9.18B | $9.20B | $9.03B | $8.53B | $8.26B | $1.47B | $1.21B | $1.17B | $6.89B | $1.31B | $1.40B |
| QoQ Change | — | +2.8% | +3.1% | +18.7% | -5.5% | -0.9% | -0.2% | -2.1% | -4.0% | +0.2% | -1.8% | -5.5% | -3.2% | -82.2% | -17.8% | -3.5% | +491.2% | -81.0% | +7.3% |
| YoY Change | — | — | — | — | +18.9% | +14.6% | +10.9% | -8.6% | -7.1% | -6.1% | -7.6% | -10.8% | -10.0% | -84.0% | -86.6% | -86.3% | -16.6% | -11.0% | +16.2% |
| % of Total investment securities | 11548.6% | 11870.8% | 12243.1% | 11131.9% | 11233.0% | 11387.2% | 7945.5% | 11254.1% | 8053.5% | 8068.4% | 7853.0% | 7482.5% | 7245.6% | 1287.7% | 1149.5% | 1099.1% | 6687.4% | 1268.9% | 1361.2% |
| Share Change | — | +322.2pp | +372.2pp | -1111.1pp | +101.0pp | +154.3pp | -3441.7pp | +3308.6pp | -3200.6pp | +14.9pp | -215.4pp | -370.6pp | -236.8pp | -5957.9pp | -138.2pp | -50.5pp | +5588.3pp | -5418.4pp | +92.2pp |