Raymond James Financial shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.9M | 27k | 144.79 |
| 2025-12-31 | $1.2M | 7.5k | 160.59 |
| 2025-09-30 | $1.1M | 6.2k | 172.60 |
| 2025-06-30 | $388k | 2.5k | 153.37 |
| 2018-03-31 | $240k | 4.9k | 48.76 |
| 2017-12-31 | $355k | 3.8k | 93.94 |