Superior Planning, LLC’s Raymond James Financial RJF Stock Holding History

Superior Planning, LLC’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.79K	Buy	+24	New	+$4.12K	﹤0.01%	1314

Other funds holding RJF

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's RJF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Raymond James Financial (RJF) in Q3 2026: 24 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings.

667 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Superior Planning, LLC held 24 shares of Raymond James Financial worth $3.79K as of Q3 2026.
Raymond James Financial was a new Superior Planning, LLC position in Q3 2026.
Raymond James Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1314 holding.
667 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.