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Raymond James Financial shares owned by Old Peak Finance

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Old Peak Finance from 13F filings

Historical chart of Old Peak Finance investment in Raymond James Financial

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All positions including Raymond James Financial held by Old Peak Finance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Old Peak Finance

Quarter filed Position value Share count Share price at filing
2025-12-31 $311k 1.9k 160.58

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Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Ctzns Bancshares Inc D Cl A (FCNCA)
JPMorgan Chase & Co. (JPM)

View all positions for Old Peak Finance

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
Invesco
Northern Trust

View all funds holding Raymond James Financial