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Arbor Investment Advisors’s Raymond James Financial RJF Stock Holding History

Arbor Investment Advisors’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 		$332K Hold
2,181
– – 0.04% 103
2026
Q1 		$316K Hold
2,181
– – 0.04% 82
2025
Q4 		$350K Hold
2,181
– – 0.05% 76
2025
Q3 		$376K Sell
2,181
-2
-0.1% -$331 0.05% 86
2025
Q2 		$335K Hold
2,183
– – 0.04% 77
2025
Q1 		$303K Buy
2,183
+2
+0.1% +$310 0.04% 75
2024
Q4 		$339K Hold
2,181
– – 0.05% 72
2024
Q3 		$267K Hold
2,181
– – 0.04% 94
2024
Q2 		$270K Hold
2,181
– – 0.04% 82
2024
Q1 		$280K Hold
2,181
– – 0.04% 86
2023
Q4 		$243K Hold
2,181
– – 0.04% 94
2023
Q3 		$219K Hold
2,181
– – 0.04% 94
2023
Q2 		$226K Hold
2,181
– – 0.04% 96
2023
Q1 		$203K Hold
2,181
– – 0.04% 104
2022
Q4 		$233K Hold
2,181
– – 0.05% 91
2022
Q3 		$216K Buy
+2,181
New +$221K 0.05% 76
2022
Q2 		– Sell
-2,181
Closed -$240K – 114
2022
Q1 		$240K Hold
2,181
– – 0.05% 106
2021
Q4 		$219K Hold
2,181
– – 0.04% 106
2021
Q3 		$201K Buy
+2,181
New +$195K 0.04% 102

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arbor Investment Advisors's RJF Position: Q2 2026 in Review

Arbor Investment Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,181 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #103.

Arbor Investment Advisors first reported a position in RJF in Q3 2021 and has held it in 19 quarters since. The position peaked at $376K in Q3 2025. 230 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Arbor Investment Advisors held 2,181 shares of Raymond James Financial worth $332K as of Q2 2026.
  • Arbor Investment Advisors left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.04% of Arbor Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Arbor Investment Advisors first reported a position in Raymond James Financial in Q3 2021 and has held it in 19 quarters since.
  • Arbor Investment Advisors's Raymond James Financial position peaked at $376K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.