Raymond James Financial shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $14M | 90k | 153.37 |
| 2025-03-31 | $14M | 100k | 138.91 |
| 2024-12-31 | $18M | 116k | 155.33 |
| 2024-09-30 | $15M | 119k | 122.46 |
| 2024-03-31 | $15M | 119k | 128.42 |
| 2023-12-31 | $13M | 119k | 111.50 |
| 2023-09-30 | $12M | 119k | 100.43 |
| 2023-06-30 | $12M | 119k | 103.77 |
| 2023-03-31 | $11M | 119k | 93.27 |
| 2022-12-31 | $13M | 119k | 106.85 |
| 2022-09-30 | $13M | 134k | 98.82 |
| 2022-06-30 | $12M | 133k | 89.40 |
| 2022-03-31 | $15M | 136k | 109.90 |
| 2021-12-31 | $14M | 134k | 100.40 |
More positions owned by Congress Wealth Management LLC / DE /
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