Raymond James Financial
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Raymond James Financial’s Principal Financial Group PFG Stock Holding History

Raymond James Financial’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.1M Buy
228,037
+28,159
+14% +$2.24M 0.01% 1446
2025
Q1 		$16.9M Sell
199,878
-4,507
-2% -$380K 0.01% 1442
2024
Q4 		$15.8M Buy
+204,385
New +$15.8M 0.01% 1493