Circle Wealth Management »

Raymond James Financial shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Circle Wealth Management 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 Raymond James Financial by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.5k 172.60
2019-12-31 $218k 2.4k 89.34
2019-09-30 $201k 2.4k 82.38

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
T. Rowe Price Investment Management
Victory Capital Management
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors
Morgan Stanley
Invesco

View all funds holding Raymond James Financial