Raymond James Financial Client-owned fractional shares increased by 2.7% to $188.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 33.3%, from $141.00M to $188.00M. Over 3 years (FY 2022 to FY 2025), Client-owned fractional shares shows an upward trend with a 29.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Growth in this metric indicates increased retail client engagement and the adoption of modern trading features.
The value of fractional equity or fund interests held on behalf of clients within brokerage accounts. This reflects the...
Common in modern retail brokerage platforms; peers with similar wealth management focus report this as part of client assets.
other_fractional_shares| Q3 '22 | 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 | $78.00M | $100.00M | $98.00M | $110.00M | $119.00M | $124.00M | $133.00M | $139.00M | $141.00M | $155.00M | $171.00M | $183.00M | $188.00M |
| QoQ Change | — | +28.2% | -2.0% | +12.2% | +8.2% | +4.2% | +7.3% | +4.5% | +1.4% | +9.9% | +10.3% | +7.0% | +2.7% |
| YoY Change | — | — | +25.6% | — | — | +24.0% | +35.7% | +26.4% | +18.5% | +25.0% | +28.6% | +31.7% | +33.3% |