Back to RJF
Concurrent Investment Advisors, LLC → RJF
Concurrent Investment Advisors, LLC RJF Position History
Raymond James Financial, Inc. • Financial Services
Quarters held
9
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $26K |
| Q4 2025 | $3.6M |
| Q1 2026 | $99K |
| Q1 2026 | $3.8M |
| Q2 2026 | $26K |
| Q2 2026 | $3.8M |
| Q3 2026 | $101K |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 35.7K | — | — |
| Q3 2026 | $101K | 639 | — | — |
| Q2 2026 | $3.8M | 25.3K | — | — |
| Q2 2026 | $26K | 174 | — | — |
| Q1 2026 | $3.8M | 26.0K | — | — |
| Q1 2026 | $99K | 682 | — | — |
| Q4 2025 | $3.6M | 22.7K | — | — |
| Q4 2025 | $26K | 162 | — | — |
| Q3 2025 | $2.5M | 14.6K | — | — |
Other funds holding RJF
$1.2B
$1.2B
$1.1B
$897.3M
$777.4M
$670.5M
$552M
$550.1M