Raymond James Financial »

Profesionally Managed Portfo shares owned by Raymond James Financial

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Raymond James Financial from 13F filings

Historical chart of Raymond James Financial investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Raymond James Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 6.8k 30.71
2025-06-30 $75k 2.4k 31.18

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Berkshire Bank
Stifel Financial
HighTower Advisors
Integrated Wealth Concepts
Skopos Labs
Clarendon Private
Congress Asset Management
Jones Financial Companies, L.L

View all funds holding Profesionally Managed Portfo