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Advocacy Wealth Management Services’s Raymond James Financial RJF Stock Holding History

Advocacy Wealth Management Services’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 		$1.41M Sell
9,256
-6
-0.1% -$911 0.05% 85
2026
Q1 		$1.34M Sell
9,262
-12
-0.1% -$1.9K 0.06% 82
2025
Q4 		$1.49M Sell
9,274
-743
-7% -$120K 0.06% 80
2025
Q3 		$1.73M Buy
+10,017
New +$1.66M 0.08% 78

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Advocacy Wealth Management Services's RJF Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Raymond James Financial (RJF) stake by 0.06% in Q2 2026, selling an estimated $911 and leaving 9,256 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #85.

Advocacy Wealth Management Services first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.73M in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Advocacy Wealth Management Services held 9,256 shares of Raymond James Financial worth $1.41M as of Q2 2026.
  • Advocacy Wealth Management Services sold 6 Raymond James Financial shares in Q2 2026, an estimated $911.
  • Raymond James Financial made up 0.05% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #85 holding.
  • Advocacy Wealth Management Services first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • Advocacy Wealth Management Services's Raymond James Financial position peaked at $1.73M in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.