Raymond James Financial shares owned by Berry Wealth Group
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Berry Wealth Group
from 13F filings
Historical chart of Berry Wealth Group investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Berry Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $301k | 2.0k | 153.34 |
| 2025-03-31 | $292k | 2.1k | 138.92 |
| 2024-12-31 | $326k | 2.1k | 155.30 |
| 2024-09-30 | $256k | 2.1k | 122.43 |
| 2024-06-30 | $275k | 2.2k | 123.60 |
| 2024-03-31 | $284k | 2.2k | 128.39 |
| 2023-12-31 | $247k | 2.2k | 111.51 |
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