Peterson Wealth Services / RJF
Peterson Wealth Services’s Raymond James Finl Inc Position
Does Peterson Wealth Services own Raymond James Finl Inc (RJF)? Yes — 61.9K shares worth $9M (+2.21% of its 13F portfolio) as of Q1 2026, up from 60.9K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
61.9K
% of Portfolio
+2.21%
Quarters Held
18
currently held
Position History RJF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 61.9K | $9M | +2.21% |
| Q4 2025 | 60.9K | $10M | +2.50% |
| Q3 2025 | 33.6K | $11M | +2.60% |
| Q2 2025 | 61.3K | $9M | +2.58% |
| Q1 2025 | 60.6K | $8M | +2.61% |
| Q4 2024 | 65.7K | $10M | +3.07% |
| Q3 2024 | 66.0K | $8M | +2.58% |
| Q2 2024 | 63.9K | $8M | +2.76% |
| Q1 2024 | 63.3K | $8M | +2.96% |
| Q4 2023 | 60.3K | $7M | +2.88% |
| Q3 2023 | 64.9K | $7M | +4.87% |
| Q2 2023 | 63.1K | $7M | +3.15% |
| Q1 2023 | 43.2K | $4M | +2.07% |
| Q4 2022 | 42.3K | $5M | +2.59% |
| Q3 2022 | 41.9K | $4M | +2.94% |
| Q2 2022 | 41.4K | $4M | +2.67% |
| Q1 2022 | 40.2K | $4M | +2.72% |
| Q4 2021 | 17.0K | $2M | +1.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of RJF.