Raymond James Financial shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Raymond James Financial by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $346k | 2.0k | 172.60 |
| 2025-06-30 | $308k | 2.0k | 153.37 |
| 2024-12-31 | $311k | 2.0k | 155.33 |
| 2024-09-30 | $273k | 2.2k | 122.46 |
| 2024-06-30 | $275k | 2.2k | 123.61 |
| 2024-03-31 | $286k | 2.2k | 128.42 |
| 2023-12-31 | $248k | 2.2k | 111.50 |
| 2023-09-30 | $224k | 2.2k | 100.43 |
| 2023-06-30 | $231k | 2.2k | 103.77 |
| 2023-03-31 | $208k | 2.2k | 93.27 |
| 2022-12-31 | $238k | 2.2k | 106.85 |
| 2022-09-30 | $220k | 2.2k | 98.88 |
| 2022-03-31 | $245k | 2.2k | 110.11 |
| 2021-12-31 | $264k | 2.6k | 100.57 |
| 2021-09-30 | $242k | 2.6k | 92.19 |
| 2021-06-30 | $227k | 1.8k | 129.71 |
| 2021-03-31 | $214k | 1.8k | 122.29 |
| 2020-06-30 | $120k | 1.8k | 68.57 |