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Avion Wealth’s Raymond James Financial RJF Stock Holding History

Avion 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 		$11K Buy
78
+15
+24% +$2.28K ﹤0.01% 583
2026
Q1 		$9K Buy
63
+9
+17% +$1.43K ﹤0.01% 528
2025
Q4 		$8K Sell
54
-3
-5% -$484 ﹤0.01% 557
2025
Q3 		$9K Buy
57
+12
+27% +$1.99K ﹤0.01% 514
2025
Q2 		$6K Buy
45
+12
+36% +$1.72K ﹤0.01% 597
2025
Q1 		$5K Hold
33
– – ﹤0.01% 557
2024
Q4 		$5K Buy
33
+2
+6% +$302 ﹤0.01% 555
2024
Q3 		$3K Buy
31
+4
+15% +$467 ﹤0.01% 634
2024
Q2 		$3K Buy
27
+12
+80% +$1.48K ﹤0.01% 572
2024
Q1 		$2K Hold
15
– – ﹤0.01% 755
2023
Q4 		$2K Buy
15
+5
+50% +$515 ﹤0.01% 611
2023
Q3 		$1K Buy
10
+5
+100% +$529 ﹤0.01% 715
2023
Q2 		$0 Sell
5
-2
-29% -$186 ﹤0.01% 986
2023
Q1 		$0 Buy
+7
New +$742 ﹤0.01% 734

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

Avion Wealth's RJF Position: Q2 2026 in Review

Avion Wealth increased its Raymond James Financial (RJF) stake by 24% in Q2 2026, buying an estimated $2.28K and bringing the position to 78 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Avion Wealth first reported a position in RJF in Q1 2023 and has held it in 14 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Avion Wealth held 78 shares of Raymond James Financial worth $11K as of Q2 2026.
  • Avion Wealth bought 15 Raymond James Financial shares in Q2 2026, an estimated $2.28K.
  • Raymond James Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #583 holding.
  • Avion Wealth first reported a position in Raymond James Financial in Q1 2023 and has held it in 14 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.