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

AE 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
-5,306
Closed -$768K – 2762
2026
Q1 		$768K Buy
+5,306
New +$842K ﹤0.01% 922
2025
Q1 		– Sell
-1,319
Closed -$205K – 2259
2024
Q4 		$205K Buy
+1,319
New +$199K ﹤0.01% 1265
2024
Q2 		– Sell
-2,041
Closed -$262K – 1268
2024
Q1 		$262K Sell
2,041
-821
-29% -$95.7K ﹤0.01% 1004
2023
Q4 		$324K Buy
+2,862
New +$295K ﹤0.01% 1666
2023
Q1 		– Sell
-6,438
Closed -$688K – 1984
2022
Q4 		$688K Buy
6,438
+1,477
+30% +$166K 0.01% 1145
2022
Q3 		$490K Buy
4,961
+238
+5% +$24.1K ﹤0.01% 1275
2022
Q2 		$422K Buy
+4,723
New +$463K ﹤0.01% 1286

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

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

AE Wealth Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 5,306 shares — an estimated $768K sold.

AE Wealth Management first reported a position in RJF in Q2 2022 and held it in 7 quarters. The position peaked at $768K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • AE Wealth Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 5,306 Raymond James Financial shares in Q2 2026, an estimated $768K.
  • AE Wealth Management first reported a position in Raymond James Financial in Q2 2022 and held it in 7 quarters.
  • AE Wealth Management's Raymond James Financial position peaked at $768K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.