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Raymond James Financial shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Raymond James Financial

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All positions including Raymond James Financial held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $154k 1.2k 124.06
2024-03-31 $160k 1.2k 128.87
2023-12-31 $139k 1.2k 111.95

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
Wellington Management Company
PRIMECAP Management Company
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Investment Management
Agf Management
Bank of America Corporation
Earnest Partners
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors

View all funds holding Raymond James Financial