RJF — RAYMOND JAMES FINL INC

Ownership history in Diversify Advisory Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in RAYMOND JAMES FINL INC (RJF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,203 +182 +9.0% 0.01% $350K $171.52
2025 Q2 INITIATED 2,021 — — 0.01% $340K $151.91
% of Fund (quarterly)    RJF price (monthly, adj. close)

Other funds also holding RJF

As of 2025 Q4 — sorted by position size

Harfst & Associates, Inc. 3Y 7Y 30.9% PhiloSmith Capital Corp 3Y 5.86% Palmer Knight Co 3Y 7Y 3.74% New England Professional Planning Group Inc. 3Y 7Y 3.14% CARL STUART INVESTMENT ADVISOR, INC 3Y 2.77% Peterson Wealth Services 3Y 2.5% AM INVESTMENT STRATEGIES LLC 3Y 2.14% Stephens Consulting, LLC 3Y 2.09% Graphene Investments SAS 3Y 2.06% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 2.02%
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