RJF RAYMOND JAMES FINL INC

Ownership history in Edgestream Partners, L.P.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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
0.63% (2023 Q1)
Avg. % of fund
0.15%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,433 -17,733 -73.4% 0.03% $1.1M $171.52
2025 Q2 ADDED 24,166 +7,762 +47.3% 0.10% $3.7M $151.91
2025 Q1 ADDED 16,404 +407 +2.5% 0.08% $2.3M $137.10
2024 Q3 REDUCED 15,997 -17,062 -51.6% 0.09% $2.0M $120.03
2024 Q2 ADDED 33,059 +21,411 +183.8% 0.20% $4.1M $120.72
2023 Q4 REDUCED 11,648 -49,307 -80.9% 0.09% $1.3M $108.50
2023 Q1 ADDED 60,955 +49,351 +425.3% 0.63% $5.7M $89.66
2022 Q4 ADDED 11,604 +3,686 +46.6% 0.14% $1.2M $102.25
2020 Q4 INITIATED 7,918 0.04% $758K $59.19
% of Fund (quarterly)    RJF price (monthly, adj. close)
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