Raymond James Financial shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $581k | 3.4k | 172.60 |
| 2025-06-30 | $535k | 3.5k | 153.37 |
| 2025-03-31 | $528k | 3.8k | 138.91 |
| 2024-12-31 | $573k | 3.7k | 155.20 |
| 2024-09-30 | $497k | 4.1k | 122.46 |
| 2024-03-31 | $634k | 4.9k | 128.46 |
| 2023-12-31 | $584k | 5.2k | 111.50 |
| 2023-09-30 | $577k | 5.7k | 100.43 |
| 2023-06-30 | $1.2M | 12k | 107.84 |
| 2023-03-31 | $531k | 5.7k | 93.27 |
| 2022-12-31 | $506k | 4.7k | 106.85 |
More positions owned by Beverly Hills Private Wealth
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