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Atlas Wealth’s Raymond James Financial RJF Stock Holding History

Atlas 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
Q2 		$1.48M Buy
9,725
+250
+3% +$38K 0.21% 84
2026
Q1 		$1.37M Hold
9,475
– – 0.41% 51
2025
Q4 		$1.52M Sell
9,475
-234
-2% -$37.8K 0.46% 48
2025
Q3 		$1.68M Sell
9,709
-31
-0.3% -$5.14K 0.54% 45
2025
Q2 		$1.51M Hold
9,740
– – 0.55% 41
2025
Q1 		$1.35M Sell
9,740
-764
-7% -$119K 0.53% 36
2024
Q4 		$1.63M Hold
10,504
– – 0.62% 33
2024
Q3 		$1.29M Sell
10,504
-10,724
-51% -$1.25M 0.56% 28
2024
Q2 		$2.56M Buy
21,228
+10,359
+95% +$1.28M 0.3% 66
2024
Q1 		$1.4M Buy
10,869
+278
+3% +$32.4K 0.68% 27
2023
Q4 		$1.06M Hold
10,591
– – 0.58% 28
2023
Q3 		$1.06M Buy
10,591
+15
+0.1% +$1.59K 0.2% 72
2023
Q2 		$1.16M Buy
10,576
+95
+0.9% +$8.82K 0.21% 73
2023
Q1 		$978K Buy
10,481
+234
+2% +$24.8K 0.19% 76
2022
Q4 		$1.09M Buy
+10,247
New +$1.15M 0.3% 56

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

Atlas Wealth's RJF Position: Q2 2026 in Review

Atlas Wealth increased its Raymond James Financial (RJF) stake by 2.6% in Q2 2026, buying an estimated $38K and bringing the position to 9,725 shares worth $1.48M. The position accounts for 0.21% of the portfolio, ranked #84.

Atlas Wealth first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2024. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Atlas Wealth held 9,725 shares of Raymond James Financial worth $1.48M as of Q2 2026.
  • Atlas Wealth bought 250 Raymond James Financial shares in Q2 2026, an estimated $38K.
  • Raymond James Financial made up 0.21% of Atlas Wealth's portfolio in Q2 2026, its #84 holding.
  • Atlas Wealth first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth's Raymond James Financial position peaked at $2.56M in Q2 2024.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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