Raymond James Financial Other investments ($20 and $8 pledged as collateral) increased by 0.3% to $399.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 30.4%, from $306.00M to $399.00M. 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.
Changes reflect the performance and valuation of the company's alternative or non-core investment portfolio.
Miscellaneous financial instruments held at fair value that do not fit into standard categories like trading or AFS secu...
Varies significantly based on the firm's appetite for alternative and principal investments.
other_financial_instruments_owned_other_at_fair_value| Q2 '21 | 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 | $583.00M | $357.00M | $711.00M | $407.00M | $365.00M | $292.00M | $296.00M | $318.00M | $306.00M | $306.00M | $310.00M | $306.00M | $333.00M | $302.00M | $299.00M | $306.00M | $315.00M | $390.00M | $398.00M | $399.00M |
| 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% |