Raymond James Financial shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Raymond James Financial by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 4.7k | 172.60 |
| 2025-06-30 | $727k | 4.7k | 153.37 |
| 2025-03-31 | $661k | 4.8k | 138.91 |
| 2024-12-31 | $742k | 4.8k | 155.33 |
| 2024-09-30 | $585k | 4.8k | 122.46 |
| 2024-06-30 | $630k | 5.1k | 123.61 |
| 2024-03-31 | $655k | 5.1k | 128.42 |
| 2023-12-31 | $568k | 5.1k | 111.50 |
| 2023-09-30 | $512k | 5.1k | 100.43 |
| 2023-06-30 | $535k | 5.2k | 103.77 |
| 2023-03-31 | $451k | 4.8k | 93.27 |
| 2022-12-31 | $517k | 4.8k | 106.85 |