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

Apollon 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 		$1.59M Sell
10,459
-3,153
-23% -$479K 0.02% 558
2026
Q1 		$1.97M Sell
13,612
-1,142
-8% -$181K 0.03% 396
2025
Q4 		$2.37M Buy
14,754
+52
+0.4% +$8.4K 0.04% 336
2025
Q3 		$2.54M Sell
14,702
-142
-1% -$23.5K 0.05% 332
2025
Q2 		$2.28M Buy
14,844
+1,519
+11% +$218K 0.05% 336
2025
Q1 		$1.85M Buy
13,325
+273
+2% +$42.4K 0.04% 346
2024
Q4 		$2.03M Sell
13,052
-2,729
-17% -$412K 0.05% 337
2024
Q3 		$1.93M Buy
15,781
+1,380
+10% +$161K 0.05% 314
2024
Q2 		$1.78M Sell
14,401
-16
-0.1% -$1.98K 0.05% 321
2024
Q1 		$1.85M Buy
14,417
+2,764
+24% +$322K 0.06% 308
2023
Q4 		$1.3M Buy
11,653
+4,472
+62% +$460K 0.04% 367
2023
Q3 		$721K Sell
7,181
-522
-7% -$55.2K 0.04% 455
2023
Q2 		$799K Buy
7,703
+1,616
+27% +$150K 0.04% 460
2023
Q1 		$568K Buy
6,087
+780
+15% +$82.6K 0.03% 494
2022
Q4 		$567K Sell
5,307
-1,202
-18% -$135K 0.04% 469
2022
Q3 		$643K Sell
6,509
-170
-3% -$17.2K 0.05% 376
2022
Q2 		$597K Buy
6,679
+1,365
+26% +$134K 0.05% 389
2022
Q1 		$584K Buy
+5,314
New +$563K 0.04% 422
2020
Q3 		– Sell
-675
Closed -$31K – 572
2020
Q2 		$31K Buy
+675
New +$30.4K 0.02% 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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management reduced its Raymond James Financial (RJF) stake by 23% in Q2 2026, selling an estimated $479K and leaving 10,459 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #558.

Apollon Wealth Management first reported a position in RJF in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.54M in Q3 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Apollon Wealth Management held 10,459 shares of Raymond James Financial worth $1.59M as of Q2 2026.
  • Apollon Wealth Management sold 3,153 Raymond James Financial shares in Q2 2026, an estimated $479K.
  • Raymond James Financial made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Apollon Wealth Management first reported a position in Raymond James Financial in Q2 2020 and has held it in 19 quarters since.
  • Apollon Wealth Management's Raymond James Financial position peaked at $2.54M in Q3 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.