Bartlett & Co Wealth Management’s Raymond James Financial RJF Stock Holding History

Bartlett & Co 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	$2.43K	Buy	16 +11	+220%	+$1.67K	﹤0.01%	1153
2026 Q1	$784	Buy	5 +2	+67%	+$317	﹤0.01%	1149
2025 Q4	$482	Hold	3	–	–	﹤0.01%	1171
2025 Q3	$518	Sell	3 -31	-91%	-$5.14K	﹤0.01%	1139
2025 Q2	$5.21K	Buy	34 +33	+3,300%	+$4.72K	﹤0.01%	995
2025 Q1	$139	Buy	+1	New	+$155	﹤0.01%	1190
2021 Q4	–	Sell	-21	Closed	-$1.94K	–	773
2021 Q3	$1.94K	Buy	+21	New	+$1.88K	﹤0.01%	869

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

Bartlett & Co Wealth Management's RJF Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Raymond James Financial (RJF) stake by 220% in Q2 2026, buying an estimated $1.67K and bringing the position to 16 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Bartlett & Co Wealth Management first reported a position in RJF in Q3 2021 and has held it in 7 quarters since. The position peaked at $5.21K in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Bartlett & Co Wealth Management held 16 shares of Raymond James Financial worth $2.43K as of Q2 2026.
Bartlett & Co Wealth Management bought 11 Raymond James Financial shares in Q2 2026, an estimated $1.67K.
Raymond James Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1153 holding.
Bartlett & Co Wealth Management first reported a position in Raymond James Financial in Q3 2021 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's Raymond James Financial position peaked at $5.21K in Q2 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.