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Allworth Financial’s Raymond James Financial RJF Stock Holding History

Allworth Financial’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 		$153K Sell
1,005
-343
-25% -$52.1K ﹤0.01% 1682
2026
Q1 		$195K Buy
1,348
+215
+19% +$34.1K ﹤0.01% 1418
2025
Q4 		$182K Buy
1,133
+156
+16% +$25.2K ﹤0.01% 1393
2025
Q3 		$169K Buy
977
+151
+18% +$25K ﹤0.01% 1390
2025
Q2 		$127K Buy
826
+81
+11% +$11.6K ﹤0.01% 1408
2025
Q1 		$102K Buy
745
+164
+28% +$25.5K ﹤0.01% 1223
2024
Q4 		$99K Buy
581
+38
+7% +$5.74K ﹤0.01% 1274
2024
Q3 		$66.5K Buy
543
+35
+7% +$4.09K ﹤0.01% 1275
2024
Q2 		$55.2K Sell
508
-13
-2% -$1.6K ﹤0.01% 1336
2024
Q1 		$66.9K Buy
521
+47
+10% +$5.48K ﹤0.01% 1178
2023
Q4 		$52.9K Buy
474
+57
+14% +$5.87K ﹤0.01% 1177
2023
Q3 		$41.9K Buy
417
+34
+9% +$3.6K ﹤0.01% 1185
2023
Q2 		$39.7K Sell
383
-152
-28% -$14.1K ﹤0.01% 1203
2023
Q1 		$49.9K Sell
535
-35
-6% -$3.71K ﹤0.01% 1075
2022
Q4 		$60.9K Sell
570
-20
-3% -$2.25K ﹤0.01% 946
2022
Q3 		$58K Buy
590
+523
+781% +$53K ﹤0.01% 909
2022
Q2 		$6K Buy
67
+62
+1,240% +$6.08K ﹤0.01% 1722
2022
Q1 		$1K Sell
5
-160
-97% -$17K ﹤0.01% 2000
2021
Q4 		$17K Buy
165
+105
+175% +$10.4K ﹤0.01% 1189
2021
Q3 		$6K Buy
+60
New +$5.38K ﹤0.01% 1487
2020
Q3 		– Sell
-1,707
Closed -$78K – 1252
2020
Q2 		$78K Buy
+1,707
New +$76.9K ﹤0.01% 355
2018
Q2 		– Sell
-2
Closed – – 1000
2018
Q1 		$0 Sell
2
-1
-33% -$62 ﹤0.01% 860
2017
Q4 		$0 Buy
+3
New +$173 ﹤0.01% 803

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

Allworth Financial's RJF Position: Q2 2026 in Review

Allworth Financial reduced its Raymond James Financial (RJF) stake by 25% in Q2 2026, selling an estimated $52.1K and leaving 1,005 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Allworth Financial first reported a position in RJF in Q4 2017 and has held it in 23 quarters since. The position peaked at $195K in Q1 2026. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Allworth Financial held 1,005 shares of Raymond James Financial worth $153K as of Q2 2026.
  • Allworth Financial sold 343 Raymond James Financial shares in Q2 2026, an estimated $52.1K.
  • Raymond James Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1682 holding.
  • Allworth Financial first reported a position in Raymond James Financial in Q4 2017 and has held it in 23 quarters since.
  • Allworth Financial's Raymond James Financial position peaked at $195K in Q1 2026.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.