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Raymond James Financial shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7k 12 144.75
2025-12-31 $11k 69 160.59
2025-09-30 $3.8k 22 172.59
2025-06-30 $3.2k 21 153.38
2025-03-31 $4.2k 30 138.90

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for CBIZ Investment Advisory Services

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
Vanguard Capital Management
PRIMECAP Management Company
Vanguard Portfolio Management
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
T. Rowe Price Investment Management
Harris Associates L.P
Victory Capital Management
First Trust Advisors
Bank of America Corporation
Dimensional Fund Advisors

View all funds holding Raymond James Financial