RFG - Bristol Wealth Advisors »

Raymond James Financial shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 8.9k 172.60
2025-06-30 $1.4M 9.1k 153.38
2025-03-31 $1.3M 9.5k 138.91
2024-12-31 $1.5M 9.8k 155.33

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
Spdr Series Trust SPDR S&P1500VL (VLU)
Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
T. Rowe Price Investment Management
Victory Capital Management
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors
Morgan Stanley
Invesco

View all funds holding Raymond James Financial