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

Angeles 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 		$218K Sell
1,434
-7
-0.5% -$1.06K 0.01% 473
2026
Q1 		$209K Buy
1,441
+117
+9% +$18.6K 0.01% 395
2025
Q4 		$213K Buy
1,324
+21
+2% +$3.39K 0.01% 350
2025
Q3 		$225K Buy
+1,303
New +$216K 0.01% 305

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

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

Angeles Wealth Management reduced its Raymond James Financial (RJF) stake by 0.49% in Q2 2026, selling an estimated $1.06K and leaving 1,434 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #473.

Angeles Wealth Management first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Angeles Wealth Management held 1,434 shares of Raymond James Financial worth $218K as of Q2 2026.
  • Angeles Wealth Management sold 7 Raymond James Financial shares in Q2 2026, an estimated $1.06K.
  • Raymond James Financial made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Angeles Wealth Management first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • Angeles Wealth Management's Raymond James Financial position peaked at $225K in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.