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Raymond James Financial shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Raymond James Financial

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

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Quarterly reported holdings in Raymond James Financial by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 28k 122.46
2024-06-30 $3.3M 26k 123.61
2024-03-31 $3.4M 26k 128.42

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View all positions for Pensionmark Financial Group

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
BlackRock
PRIMECAP Management Company
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Investment Management
Agf Management
Bank of America Corporation
Earnest Partners
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust

View all funds holding Raymond James Financial