Back to RJF
Peterson Wealth Services → RJF
Peterson Wealth Services RJF Position History
Raymond James Financial, Inc. • Financial Services
Quarters held
5
Latest value
$10M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.5M |
| Q4 2025 | $9.8M |
| Q1 2026 | $9M |
| Q2 2026 | $9.4M |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 63.2K | — | — |
| Q2 2026 | $9.4M | 62.0K | — | — |
| Q1 2026 | $9M | 61.9K | — | — |
| Q4 2025 | $9.8M | 60.9K | — | — |
| Q3 2025 | $10.5M | 33.6K | — | — |
Other funds holding RJF
$1.2B
$1.2B
$1.1B
$897.3M
$777.4M
$670.5M
$552M
$550.1M