Raymond James Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.0M | 62k | 144.79 |
| 2025-12-31 | $9.2M | 57k | 160.59 |
| 2025-09-30 | $8.9M | 52k | 172.60 |
| 2025-06-30 | $6.8M | 44k | 153.37 |
| 2025-03-31 | $5.7M | 41k | 138.91 |
| 2024-12-31 | $5.5M | 36k | 155.33 |
| 2024-09-30 | $4.6M | 38k | 122.46 |
| 2024-06-30 | $4.7M | 38k | 123.60 |
| 2024-03-31 | $4.7M | 37k | 128.42 |
| 2023-12-31 | $5.8M | 52k | 111.50 |
| 2023-09-30 | $5.4M | 54k | 100.42 |
| 2023-06-30 | $5.5M | 54k | 103.75 |
| 2023-03-31 | $4.4M | 47k | 93.27 |
| 2022-12-31 | $5.5M | 52k | 106.85 |
| 2022-09-30 | $4.9M | 50k | 98.83 |
| 2022-06-30 | $3.9M | 44k | 89.42 |
| 2022-03-31 | $4.6M | 42k | 109.90 |
| 2021-12-31 | $4.1M | 41k | 100.39 |
| 2021-09-30 | $3.3M | 36k | 92.27 |
| 2021-06-30 | $3.2M | 24k | 129.91 |
| 2021-03-31 | $2.9M | 23k | 122.57 |
| 2020-12-31 | $3.0M | 31k | 95.68 |
| 2020-09-30 | $2.3M | 32k | 72.76 |
| 2020-06-30 | $2.2M | 31k | 68.84 |
| 2020-03-31 | $2.0M | 32k | 63.21 |
| 2019-12-31 | $3.7M | 41k | 89.46 |
| 2019-09-30 | $4.1M | 50k | 82.47 |
| 2019-06-30 | $4.4M | 52k | 84.56 |
| 2019-03-31 | $524k | 6.5k | 80.39 |
| 2018-12-31 | $489k | 6.6k | 74.35 |
| 2018-09-30 | $574k | 6.2k | 92.08 |
| 2018-06-30 | $489k | 5.5k | 89.36 |
| 2018-03-31 | $476k | 5.3k | 89.42 |
| 2017-12-31 | $483k | 5.4k | 89.25 |
| 2017-09-30 | $314k | 3.7k | 84.30 |
| 2017-06-30 | $352k | 4.4k | 80.16 |
| 2017-03-31 | $257k | 3.4k | 76.28 |
| 2016-12-31 | $240k | 3.5k | 69.20 |
| 2016-09-30 | $194k | 3.3k | 58.26 |
| 2016-06-30 | $167k | 3.4k | 49.44 |
| 2016-03-31 | $154k | 3.2k | 47.69 |
| 2015-12-31 | $150k | 2.6k | 57.92 |
| 2015-09-30 | $96k | 1.9k | 49.84 |
| 2015-03-31 | $96k | 1.7k | 56.77 |
| 2014-12-31 | $178k | 3.1k | 57.14 |
| 2014-09-30 | $87k | 1.6k | 53.87 |
| 2014-06-30 | $82k | 1.6k | 50.77 |
| 2014-03-31 | $90k | 1.6k | 55.73 |
| 2013-12-31 | $84k | 1.6k | 52.01 |
| 2013-09-30 | $67k | 1.6k | 41.49 |
| 2013-06-30 | $69k | 1.6k | 42.72 |
| 2012-12-31 | $62k | 1.6k | 38.39 |
| 2012-09-30 | $114k | 3.1k | 36.60 |
| 2012-06-30 | $81k | 2.4k | 34.03 |
| 2011-12-31 | $27k | 880 | 30.68 |