Pursuit Wealth Strategies »

Raymond James Financial shares owned by Pursuit Wealth Strategies

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Pursuit Wealth Strategies from 13F filings

Historical chart of Pursuit Wealth Strategies investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Pursuit Wealth Strategies 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 Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $421k 2.6k 160.56

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Leidos Holdings (LDOS)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Oracle Corporation (ORCL)
International Business Machines (IBM)
Blackrock Util & Infrastrctu (BUI)

View all positions for Pursuit Wealth Strategies

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
Vanguard Capital Management
PRIMECAP Management Company
Vanguard Portfolio Management
Wellington Management Company
State Street Corporation
FMR
Geode Capital Management
T. Rowe Price Investment Management
Harris Associates L.P
Victory Capital Management
First Trust Advisors
Bank of America Corporation
Dimensional Fund Advisors

View all funds holding Raymond James Financial