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B. Riley Wealth Advisors’s Raymond James Financial RJF Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-1,519
Closed -$244K – 1076
2025
Q4 		$244K Sell
1,519
-404
-21% -$65.2K 0.01% 788
2025
Q3 		$332K Buy
1,923
+22
+1% +$3.65K 0.02% 681
2025
Q2 		$292K Sell
1,901
-814
-30% -$117K 0.01% 729
2025
Q1 		$377K Sell
2,715
-2,273
-46% -$353K 0.01% 866
2024
Q4 		$775K Sell
4,988
-502
-9% -$75.8K 0.03% 540
2024
Q3 		$675K Sell
5,490
-894
-14% -$104K 0.02% 627
2024
Q2 		$789K Buy
6,384
+1,687
+36% +$208K 0.02% 621
2024
Q1 		$474K Buy
4,697
+1,399
+42% +$163K 0.01% 819
2023
Q4 		$369K Sell
3,298
-1,399
-30% -$144K 0.01% 966
2023
Q3 		$474K Sell
4,697
-3,364
-42% -$356K 0.01% 819
2023
Q2 		$840K Sell
8,061
-161
-2% -$14.9K 0.02% 625
2023
Q1 		$770K Buy
+8,222
New +$871K 0.02% 636
2022
Q2 		– Sell
-3,205
Closed -$353K – 1362
2022
Q1 		$353K Sell
3,205
-644
-17% -$68.2K 0.01% 935
2021
Q4 		$387K Buy
3,849
+519
+16% +$51.3K 0.01% 947
2021
Q3 		$308K Buy
+3,330
New +$298K 0.01% 1026
2021
Q1 		– Sell
-4,532
Closed -$290K – 1403
2020
Q4 		$290K Sell
4,532
-706
-13% -$40.4K 0.02% 773
2020
Q3 		$254K Buy
5,238
+300
+6% +$14.5K 0.01% 767
2020
Q2 		$228K Sell
4,938
-192
-4% -$8.65K 0.02% 730
2020
Q1 		$217K Sell
5,130
-2
-0% -$113 0.02% 644
2019
Q4 		$307K Buy
+5,132
New +$296K 0.03% 586
2015
Q1 		– Sell
-686
Closed -$26K – 1672
2014
Q4 		$26K Buy
+686
New +$25.2K ﹤0.01% 2428
2014
Q3 		– Sell
-752
Closed -$25.4K – 1620
2014
Q2 		$25.4K Buy
+752
New +$25.1K 0.01% 1357

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
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

B. Riley Wealth Advisors's RJF Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,519 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in RJF in Q2 2014 and held it in 22 quarters. The position peaked at $840K in Q2 2023. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,519 Raymond James Financial shares in Q1 2026, an estimated $244K.
  • B. Riley Wealth Advisors first reported a position in Raymond James Financial in Q2 2014 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Raymond James Financial position peaked at $840K in Q2 2023.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.