Discontinued — last reported Q3 '23
Raymond James Financial Restricted Cash and Investments increased by 1.8% to $3.75B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.3%, from $3.43B to $3.75B. Over 5 years (FY 2020 to FY 2025), Restricted Cash and Investments shows a downward trend with a -4.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase may indicate higher regulatory capital requirements or increased collateral obligations for trading operations.
Cash and investment balances that are legally restricted or pledged for specific purposes, such as regulatory requiremen...
Standard across brokerage and banking firms subject to clearinghouse and regulatory mandates.
other_restricted_cash_and_investments| 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 | $8.88B | $11.35B | $15.49B | $19.53B | $16.25B | $8.48B | $5.12B | $4.70B | $3.84B | $3.24B | $3.73B | $3.71B | $3.64B | $3.35B | $3.53B | $3.43B | $3.77B | $3.40B | $3.68B | $3.75B |
| QoQ Change | — | +27.8% | +36.5% | +26.1% | -16.8% | -47.8% | -39.7% | -8.2% | -18.3% | -15.7% | +15.3% | -0.7% | -1.7% | -8.0% | +5.4% | -3.0% | +10.1% | -9.9% | +8.3% | +1.8% |
| YoY Change | — | — | — | — | +83.0% | -25.3% | -67.0% | -76.0% | -76.4% | -61.9% | -27.1% | -21.1% | -5.2% | +3.6% | -5.3% | -7.6% | +3.5% | +1.4% | +4.2% | +9.3% |