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Raymond James Financial shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.4k 172.60
2025-06-30 $206k 1.3k 153.37
2024-12-31 $200k 1.3k 155.33
2024-06-30 $214k 1.7k 123.61
2024-03-31 $220k 1.7k 128.42

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View all positions for Sax 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