Nicolet Advisory Services »

Raymond James Financial shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Raymond James Financial by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 1.7k 165.64
2025-06-30 $247k 1.5k 163.03
2024-12-31 $228k 1.5k 154.21

More positions owned by Nicolet Advisory Services

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Real Estate Etf (AVRE)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nicolet Advisory Services

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
T. Rowe Price Investment Management
Victory Capital Management
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors
Morgan Stanley
Invesco

View all funds holding Raymond James Financial