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Raymond James Financial shares owned by Milestone Group

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Raymond James Financial

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All positions including Raymond James Financial held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Milestone Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $682k 3.9k 172.60
2025-06-30 $628k 4.1k 153.37
2025-03-31 $440k 3.2k 138.91
2024-12-31 $13k 84 155.33
2024-09-30 $8.6k 70 122.47
2024-06-30 $59k 476 123.61

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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