Atlas Capital Advisors’s Raymond James Financial RJF Stock Holding History

Atlas Capital 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	$1.52K	Hold	10	–	–	﹤0.01%	978
2026 Q1	$1.45K	Hold	10	–	–	﹤0.01%	903
2025 Q4	$1.6K	Buy	+10	New	+$1.61K	﹤0.01%	863
2023 Q2	–	Sell	-211	Closed	-$19.7K	–	922
2023 Q1	$19.7K	Sell	211 -315	-60%	-$33.4K	﹤0.01%	684
2022 Q4	$56.2K	Sell	526 -22	-4%	-$2.47K	0.01%	525
2022 Q3	$54.2K	Hold	548	–	–	0.01%	521
2022 Q2	$49K	Buy	+548	New	+$53.7K	0.01%	565
2021 Q1	–	Sell	-6,414	Closed	-$409K	–	823
2020 Q4	$409K	Buy	+6,414	New	+$367K	0.09%	206
2019 Q4	–	Sell	-113	Closed	-$6.18K	–	664
2019 Q3	$6.18K	Sell	113 -442	-80%	-$24K	﹤0.01%	598
2019 Q2	$31.3K	Buy	+555	New	+$31.6K	0.01%	516
2018 Q4	–	Sell	-614	Closed	-$38.4K	–	593
2018 Q3	$38.4K	Hold	614	–	–	0.01%	434
2018 Q2	$38.9K	Buy	+614	New	+$38.1K	0.01%	416

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atlas Capital Advisors's RJF Position: Q2 2026 in Review

Atlas Capital Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 10 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Atlas Capital Advisors first reported a position in RJF in Q2 2018 and has held it in 12 quarters since. The position peaked at $409K in Q4 2020. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Atlas Capital Advisors held 10 shares of Raymond James Financial worth $1.52K as of Q2 2026.
Atlas Capital Advisors left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #978 holding.
Atlas Capital Advisors first reported a position in Raymond James Financial in Q2 2018 and has held it in 12 quarters since.
Atlas Capital Advisors's Raymond James Financial position peaked at $409K in Q4 2020.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.