Abound Wealth Management’s Raymond James Financial RJF Stock Holding History

Abound Wealth Management’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	–	Sell	-33	Closed	-$4.78K	–	1532
2026 Q1	$4.78K	Buy	33 +10	+43%	+$1.59K	﹤0.01%	737
2025 Q4	$3.7K	Hold	23	–	–	﹤0.01%	741
2025 Q3	$3.97K	Hold	23	–	–	﹤0.01%	693
2025 Q2	$3.53K	Hold	23	–	–	﹤0.01%	658
2025 Q1	$3.2K	Sell	23 -10	-30%	-$1.55K	﹤0.01%	629
2024 Q4	$5.13K	Buy	33 +5	+18%	+$755	﹤0.01%	520
2024 Q3	$3.43K	Hold	28	–	–	﹤0.01%	623
2024 Q2	$3.46K	Hold	28	–	–	﹤0.01%	565
2024 Q1	$3.6K	Sell	28 -1	-3%	-$117	﹤0.01%	591
2023 Q4	$3.23K	Buy	29 +1	+4%	+$103	﹤0.01%	590
2023 Q3	$2.81K	Hold	28	–	–	﹤0.01%	568
2023 Q2	$2.91K	Hold	28	–	–	﹤0.01%	596
2023 Q1	$2.61K	Hold	28	–	–	﹤0.01%	551
2022 Q4	$2.99K	Buy	28 +13	+87%	+$1.46K	﹤0.01%	455
2022 Q3	$1.49K	Buy	+15	New	+$1.52K	﹤0.01%	534

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

Abound Wealth Management's RJF Position: Q2 2026 in Review

Abound Wealth Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 33 shares — an estimated $4.78K sold.

Abound Wealth Management first reported a position in RJF in Q3 2022 and held it in 15 quarters. The position peaked at $5.13K in Q4 2024. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Abound Wealth Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 33 Raymond James Financial shares in Q2 2026, an estimated $4.78K.
Abound Wealth Management first reported a position in Raymond James Financial in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Raymond James Financial position peaked at $5.13K in Q4 2024.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.