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Atlantic Private Wealth’s Raymond James Financial RJF Stock Holding History

Atlantic Private Wealth’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
Q1 		– Sell
-4
Closed -$642 – 384
2025
Q4 		$642 Buy
+4
New +$646 ﹤0.01% 297

Other funds holding RJF

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Vanguard Capital Management
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atlantic Private Wealth's RJF Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 4 shares — an estimated $642 sold.

Atlantic Private Wealth first reported a position in RJF in Q4 2025 and held it in 1 quarter. The position peaked at $642 in Q4 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 4 Raymond James Financial shares in Q1 2026, an estimated $642.
  • Atlantic Private Wealth first reported a position in Raymond James Financial in Q4 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Raymond James Financial position peaked at $642 in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.