Raymond James Financial shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Raymond James Financial by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $924k | 5.4k | 172.61 |
| 2025-06-30 | $875k | 5.7k | 153.37 |
| 2025-03-31 | $792k | 5.7k | 138.91 |
| 2024-12-31 | $886k | 5.7k | 155.33 |
| 2024-09-30 | $711k | 5.8k | 122.46 |
| 2024-06-30 | $703k | 5.8k | 121.06 |
| 2024-03-31 | $745k | 5.8k | 128.42 |
| 2023-12-31 | $647k | 5.8k | 111.50 |