Advisory Alpha’s Raymond James Financial RJF Stock Holding History

Advisory Alpha’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	$352K	Buy	2,318 +166	+8%	+$25.2K	0.01%	442
2026 Q1	$312K	Buy	2,152 +635	+42%	+$101K	0.01%	448
2025 Q4	$244K	Buy	1,517 +131	+9%	+$21.2K	0.01%	465
2025 Q3	$231K	Buy	+1,386	New	+$230K	0.01%	478
2019 Q4	–	Sell	-15	Closed	-$776	–	896
2019 Q3	$776	Buy	+15	New	+$815	﹤0.01%	759

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

Advisory Alpha's RJF Position: Q2 2026 in Review

Advisory Alpha increased its Raymond James Financial (RJF) stake by 7.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,318 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #442.

Advisory Alpha first reported a position in RJF in Q3 2019 and has held it in 5 quarters since. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Advisory Alpha held 2,318 shares of Raymond James Financial worth $352K as of Q2 2026.
Advisory Alpha bought 166 Raymond James Financial shares in Q2 2026, an estimated $25.2K.
Raymond James Financial made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #442 holding.
Advisory Alpha first reported a position in Raymond James Financial in Q3 2019 and has held it in 5 quarters since.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.