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Axxcess Wealth Management’s Raymond James Financial RJF Stock Holding History

Axxcess Wealth Management’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 		$372K Buy
+2,450
New +$372K 0.01% 803
2026
Q1 		– Sell
-2,434
Closed -$391K – 861
2025
Q4 		$391K Buy
+2,434
New +$393K 0.01% 766

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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

Axxcess Wealth Management's RJF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Raymond James Financial (RJF) in Q2 2026: 2,450 shares worth $372K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RJF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in RJF in Q4 2025 and has held it in 2 quarters since. The position peaked at $391K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Axxcess Wealth Management held 2,450 shares of Raymond James Financial worth $372K as of Q2 2026.
  • Raymond James Financial was a new Axxcess Wealth Management position in Q2 2026.
  • Raymond James Financial made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #803 holding.
  • Axxcess Wealth Management first reported a position in Raymond James Financial in Q4 2025 and has held it in 2 quarters since.
  • Axxcess Wealth Management's Raymond James Financial position peaked at $391K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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