Short answer
Raymond James Financial (RJF) filed an 8-K current report with the SEC on August 19, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). July 2026 operating data released through Exhibit 99.1.
Raymond James Financial 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- July 2026 operating data released through Exhibit 99.1
- Monthly operating update provides investors with interim performance indicators ahead of quarterly results
- Disclosure furnished under Regulation FD, limiting Section 18 liability and automatic incorporation into SEC filings
Item EX-99.1 · Exhibit EX-99.1
- Client assets under administration reached record $1,927.7B, up 17% year-over-year, supporting fee and advisory revenue growth
- Private Client Group fee-based assets rose 21% to $1,155.1B, indicating continued client migration toward recurring-fee products
- Financial assets under management increased 30% to $344.6B, strengthening asset-management revenue potential
- Bank loans grew 13% to $56.3B, expanding balance-sheet utilization and related banking income
- Cash sweep and Enhanced Savings balances fell 4% month-over-month to $56.7B after quarterly fee billings; investment-banking closing timing remains uncertain
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