Raymond James Financial shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Raymond James Financial by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $548k | 3.8k | 144.79 |
| 2022-09-30 | $263k | 2.7k | 98.84 |
| 2022-06-30 | $227k | 2.5k | 89.33 |
| 2022-03-31 | $261k | 2.4k | 109.85 |
| 2021-12-31 | $254k | 2.5k | 100.40 |
| 2021-09-30 | $222k | 2.4k | 92.38 |
| 2021-06-30 | $204k | 1.6k | 129.85 |
| 2019-03-31 | $2.0k | 30 | 66.67 |
| 2018-12-31 | $1.0k | 7 | 142.86 |
| 2018-09-30 | $2.0k | 29 | 68.97 |
| 2018-06-30 | $3.0k | 29 | 103.45 |
| 2018-03-31 | $0 | 7 | 0.00 |
| 2017-12-31 | $0 | 7 | 0.00 |