Discontinued — last reported Q3 '23
Non-Current Assets
Total investment securities
Raymond James Financial Total investment securities remained flat by 0.0% to $103.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.9%, from $105.00M to $103.00M. Over 5 years (FY 2020 to FY 2025), Total investment securities shows an upward trend with a 6.0% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2019
Last reportedQ3 2023
How to read this metric
Growth often reflects the deployment of excess liquidity into interest-earning assets, while a decline may signal liquidity needs or portfolio rebalancing.
Detailed definition
This metric is the sum of Available-for-Sale (AFS) and Held-to-Maturity (HTM) investment securities held by the bank. It...
Peer comparison
Universal metric for all commercial and investment banks.
Metric ID:
fin_total_investment_securitiesHistorical Data
19 periods
| 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 | $72.00M | $72.00M | $72.00M | $94.00M | $88.00M | $86.00M | $123.00M | $85.00M | $114.00M | $114.00M | $115.00M | $114.00M | $114.00M | $114.00M | $105.00M | $106.00M | $103.00M | $103.00M | $103.00M |
| QoQ Change | — | +0.0% | +0.0% | +30.6% | -6.4% | -2.3% | +43.0% | -30.9% | +34.1% | +0.0% | +0.9% | -0.9% | +0.0% | +0.0% | -7.9% | +1.0% | -2.8% | +0.0% | +0.0% |
| YoY Change | — | — | — | — | +22.2% | +19.4% | +70.8% | -9.6% | +29.5% | +32.6% | -6.5% | +34.1% | +0.0% | +0.0% | -8.7% | -7.0% | -9.6% | -9.6% | -1.9% |
Range$72.00M – $123.00M
CAGR+8.3%
Avg YoY Growth+10.4%
Median YoY Growth+0.0%
Current Streak2 quarters growth
Total investment securities at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's total investment securities?
- Raymond James Financial (RJF) reported total investment securities of $103.00M in Q1 2026.
- How has Raymond James Financial's total investment securities changed year-over-year?
- Raymond James Financial's total investment securities decreased by 1.9% year-over-year, from $105.00M to $103.00M.
- What is the long-term trend for Raymond James Financial's total investment securities?
- Over 5 years (2020 to 2025), Raymond James Financial's total investment securities has grown at a 6.0% compound annual growth rate (CAGR), from $77.00M to $103.00M.
- What does total investment securities mean?
- The total value of all investment securities held by the bank, including both those for sale and those held to maturity.