Raymond James Financial shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 1.4k | 172.60 |
| 2025-06-30 | $212k | 1.4k | 153.37 |
| 2025-03-31 | $209k | 1.5k | 138.91 |
| 2024-12-31 | $225k | 1.5k | 155.33 |
| 2024-09-30 | $259k | 2.1k | 122.46 |
| 2024-06-30 | $261k | 2.1k | 123.61 |
| 2024-03-31 | $273k | 2.1k | 128.42 |
| 2023-12-31 | $237k | 2.1k | 111.50 |
| 2023-09-30 | $212k | 2.1k | 100.43 |
| 2023-06-30 | $219k | 2.1k | 103.77 |
| 2023-03-31 | $208k | 2.2k | 93.27 |
| 2022-12-31 | $241k | 2.3k | 106.85 |
| 2022-09-30 | $221k | 2.2k | 98.66 |
| 2020-12-31 | $22k | 228 | 96.49 |
More positions owned by Pinnacle Wealth Planning Services
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