Rothwell Investment Advisors, LLC’s Raymond James Financial RJF Stock Holding History

Rothwell Investment Advisors, 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	$22.5K	Buy	+143	New	+$24.5K	0.01%	594

Other funds holding RJF

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's RJF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Raymond James Financial (RJF) in Q3 2026: 143 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings.

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

Rothwell Investment Advisors, LLC held 143 shares of Raymond James Financial worth $22.5K as of Q3 2026.
Raymond James Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Raymond James Financial made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #594 holding.
471 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.