Aaron Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Aaron Wealth Advisors’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 Q2	$355K	Sell	2,333 -817	-26%	-$124K	0.02%	532
2026 Q1	$456K	Sell	3,150 -1,770	-36%	-$281K	0.03%	416
2025 Q4	$790K	Buy	4,920 +1,317	+37%	+$213K	0.04%	301
2025 Q3	$622K	Buy	+3,603	New	+$597K	0.04%	347
2022 Q2	–	Sell	-13,409	Closed	-$122K	–	698
2022 Q1	$122K	Buy	+13,409	New	+$1.42M	﹤0.01%	865

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aaron Wealth Advisors's RJF Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Raymond James Financial (RJF) stake by 26% in Q2 2026, selling an estimated $124K and leaving 2,333 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #532.

Aaron Wealth Advisors first reported a position in RJF in Q1 2022 and has held it in 5 quarters since. The position peaked at $790K in Q4 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Aaron Wealth Advisors held 2,333 shares of Raymond James Financial worth $355K as of Q2 2026.
Aaron Wealth Advisors sold 817 Raymond James Financial shares in Q2 2026, an estimated $124K.
Raymond James Financial made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #532 holding.
Aaron Wealth Advisors first reported a position in Raymond James Financial in Q1 2022 and has held it in 5 quarters since.
Aaron Wealth Advisors's Raymond James Financial position peaked at $790K in Q4 2025.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.