Raymond James Financial shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Raymond James Financial by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 2.4k | 172.60 |
| 2025-06-30 | $372k | 2.4k | 153.37 |
| 2025-03-31 | $337k | 2.4k | 138.91 |
| 2024-12-31 | $408k | 2.6k | 155.33 |
| 2024-09-30 | $334k | 2.7k | 122.46 |
| 2024-06-30 | $337k | 2.7k | 123.61 |
| 2024-03-31 | $350k | 2.7k | 128.42 |
| 2023-09-30 | $274k | 2.7k | 100.43 |
| 2023-06-30 | $283k | 2.7k | 103.77 |
| 2023-03-31 | $254k | 2.7k | 93.27 |
| 2022-12-31 | $292k | 2.7k | 106.85 |
| 2022-09-30 | $270k | 2.7k | 98.97 |
| 2022-06-30 | $244k | 2.7k | 89.44 |
| 2022-03-31 | $300k | 2.7k | 109.97 |
| 2021-12-31 | $304k | 3.0k | 100.40 |
| 2021-09-30 | $291k | 3.2k | 92.26 |
| 2021-06-30 | $273k | 2.1k | 129.81 |
| 2021-03-31 | $260k | 2.1k | 122.70 |
| 2014-12-31 | $14k | 252 | 55.56 |
| 2014-09-30 | $14k | 252 | 55.56 |
| 2014-06-30 | $13k | 252 | 51.59 |
| 2014-03-31 | $14k | 252 | 55.56 |
| 2013-12-31 | $13k | 252 | 51.59 |
| 2013-09-30 | $11k | 252 | 43.65 |
| 2013-06-30 | $11k | 252 | 43.65 |
| 2013-03-31 | $12k | 252 | 47.62 |
| 2012-09-30 | $9.0k | 252 | 35.71 |
| 2011-12-31 | $10k | 310 | 32.26 |
| 2011-06-30 | $7.0k | 216 | 32.41 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management