Raymond James Financial shares owned by Waterloo Capital
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Raymond James Financial by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 3.4k | 172.60 |
| 2025-06-30 | $506k | 3.3k | 153.36 |
| 2025-03-31 | $450k | 3.2k | 138.89 |
| 2024-12-31 | $499k | 3.2k | 155.35 |
| 2024-09-30 | $414k | 3.4k | 122.47 |
| 2024-06-30 | $417k | 3.4k | 123.61 |
| 2024-03-31 | $568k | 4.4k | 128.42 |
| 2023-09-30 | $409k | 4.1k | 100.43 |
| 2023-06-30 | $475k | 4.6k | 103.77 |
| 2023-03-31 | $376k | 4.0k | 93.27 |
| 2020-03-31 | $214k | 3.4k | 63.33 |