Advisory Services Network’s Raymond James Financial RJF Stock Holding History

Advisory Services Network’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 Q1	$61.6K	Sell	425 -1,053	-71%	-$167K	﹤0.01%	2498
2025 Q4	$237K	Buy	1,478 +124	+9%	+$20K	﹤0.01%	1612
2025 Q3	$234K	Sell	1,354 -14	-1%	-$2.32K	﹤0.01%	1605
2025 Q2	$229K	Buy	+1,368	New	+$196K	﹤0.01%	1574
2025 Q1	–	Sell	-1,417	Closed	-$220K	–	1708
2024 Q4	$220K	Buy	+1,417	New	+$214K	﹤0.01%	1437
2024 Q2	–	Sell	-1,961	Closed	-$252K	–	1588
2024 Q1	$252K	Buy	1,961 +379	+24%	+$44.2K	0.01%	1234
2023 Q4	$176K	Buy	+1,582	New	+$163K	﹤0.01%	1348
2023 Q2	–	Sell	-1,607	Closed	-$150K	–	3186
2023 Q1	$150K	Buy	1,607 +8	+0.5%	+$847	﹤0.01%	1441
2022 Q4	$171K	Buy	+1,599	New	+$179K	0.01%	1344
2021 Q3	–	Sell	-131	Closed	-$11K	–	2841
2021 Q2	$11K	Buy	+131	New	+$11.4K	﹤0.01%	2760
2021 Q1	–	Sell	-201	Closed	-$13K	–	2610
2020 Q4	$13K	Sell	201 -336	-63%	-$19.2K	﹤0.01%	2317
2020 Q3	$26K	Buy	+537	New	+$26K	﹤0.01%	1948
2020 Q2	–	Sell	-306	Closed	-$13K	–	2385
2020 Q1	$13K	Buy	306 +186	+155%	+$10.5K	﹤0.01%	2118
2019 Q4	$8K	Sell	120 -2,450	-95%	-$141K	﹤0.01%	2457
2019 Q3	$145K	Hold	2,570	–	–	0.01%	926
2019 Q2	$145K	Buy	2,570 +2,450	+2,042%	+$140K	0.01%	924
2019 Q1	$6K	Sell	120 -114	-49%	-$6.1K	﹤0.01%	2045
2018 Q4	$11K	Sell	234 -717	-75%	-$38.2K	﹤0.01%	1739
2018 Q3	$59K	Hold	951	–	–	﹤0.01%	1169
2018 Q2	$59K	Hold	951	–	–	﹤0.01%	1145
2018 Q1	$57K	Buy	951 +334	+54%	+$20.8K	﹤0.01%	1257
2017 Q4	$37K	Buy	617 +408	+195%	+$23.5K	﹤0.01%	1405
2017 Q3	$12K	Buy	209 +89	+74%	+$4.8K	﹤0.01%	1556
2017 Q2	$6K	Hold	120	–	–	﹤0.01%	1756
2017 Q1	$6K	Buy	+120	New	+$6.11K	﹤0.01%	1655
2016 Q3	$10K	Buy	249 +172	+223%	+$6.34K	﹤0.01%	1315
2016 Q2	$3K	Hold	77	–	–	﹤0.01%	1578
2016 Q1	$2K	Hold	77	–	–	﹤0.01%	1505
2015 Q4	$3K	Hold	77	–	–	﹤0.01%	1271
2015 Q3	$3K	Hold	77	–	–	﹤0.01%	1266
2015 Q2	$3K	Hold	77	–	–	﹤0.01%	1210
2015 Q1	$3K	Hold	77	–	–	﹤0.01%	1131
2014 Q4	$3K	Buy	+77	New	+$2.83K	﹤0.01%	1042
2014 Q1	–	Sell	-77	Closed	-$3K	–	678
2013 Q4	$3K	Buy	+77	New	+$2.39K	﹤0.01%	943

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Advisory Services Network's RJF Position: Q1 2026 in Review

Advisory Services Network reduced its Raymond James Financial (RJF) stake by 71% in Q1 2026, selling an estimated $167K and leaving 425 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Advisory Services Network first reported a position in RJF in Q4 2013 and has held it in 34 quarters since. The position peaked at $252K in Q1 2024. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Advisory Services Network held 425 shares of Raymond James Financial worth $61.6K as of Q1 2026.
Advisory Services Network sold 1,053 Raymond James Financial shares in Q1 2026, an estimated $167K.
Raymond James Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2498 holding.
Advisory Services Network first reported a position in Raymond James Financial in Q4 2013 and has held it in 34 quarters since.
Advisory Services Network's Raymond James Financial position peaked at $252K in Q1 2024.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.