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Raymond James Financial shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group investment in Raymond James Financial

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

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Quarterly reported holdings in Raymond James Financial by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $744k 5.1k 144.79

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Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
T. Rowe Price Investment Management
First Trust Advisors
Victory Capital Management
Dimensional Fund Advisors
Invesco
Earnest Partners
Norges Bank Investment Management
Northern Trust

View all funds holding Raymond James Financial