Plan Group Financial »

Raymond James Financial shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 1.5k 144.79

More positions owned by Plan Group Financial

Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Spdr Index Shs Fds State Street Spd (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

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