Action Point Financial Planning’s Raymond James Financial RJF Stock Holding History

Action Point Financial Planning’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	$18.3K	Buy	+125	New	+$19K	﹤0.01%	1163

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

Action Point Financial Planning's RJF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Raymond James Financial (RJF) in Q2 2026: 125 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings.

896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Action Point Financial Planning held 125 shares of Raymond James Financial worth $18.3K as of Q2 2026.
Raymond James Financial was a new Action Point Financial Planning position in Q2 2026.
Raymond James Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1163 holding.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.