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Creative Planning RJF Position History

Raymond James Financial, Inc. • Financial Services

Quarters held
8
Latest value
$17.1M
Q3 2026
Peak value
$17.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.8M
Q3 2025$71K
Q4 2025$9.2M
Q1 2026$9M
Q2 2026$128K
Q2 2026$12.7M
Q3 2026$137K
Q3 2026$17.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.1M108.2K——
Q3 2026$137K864——
Q2 2026$12.7M83.6K——
Q2 2026$128K842——
Q1 2026$9M62.1K——
Q4 2025$9.2M57.2K——
Q3 2025$71K409——
Q3 2025$8.8M51.1K——

Other funds holding RJF

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning RJF Holdings: 13F Position History | Track13F