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Raymond James Financial shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial Advisors investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Raymond James Financial by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6k 18 144.78

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

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