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Beaird Harris Wealth Management’s Raymond James Financial RJF Stock Holding History

Beaird Harris 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 		$1.06K Hold
7
– – ﹤0.01% 564
2026
Q1 		$1.01K Hold
7
– – ﹤0.01% 537
2025
Q4 		$1.13K Hold
7
– – ﹤0.01% 559
2025
Q3 		$1.21K Hold
7
– – ﹤0.01% 561
2025
Q2 		$1.07K Buy
+7
New +$1K ﹤0.01% 554
2025
Q1 		– Sell
-31
Closed -$4.82K – 529
2024
Q4 		$4.82K Hold
31
– – ﹤0.01% 380
2024
Q3 		$3.8K Hold
31
– – ﹤0.01% 395
2024
Q2 		$3.83K Hold
31
– – ﹤0.01% 472
2024
Q1 		$3.98K Sell
31
-37
-54% -$4.31K ﹤0.01% 413
2023
Q4 		$7.58K Buy
+68
New +$7K ﹤0.01% 351
2023
Q1 		– Sell
-53
Closed -$5.66K – 694
2022
Q4 		$5.66K Buy
+53
New +$5.95K ﹤0.01% 399
2022
Q2 		– Sell
-57
Closed -$6K – 561
2022
Q1 		$6K Buy
+57
New +$6.04K ﹤0.01% 411

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

Beaird Harris Wealth Management's RJF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 7 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Beaird Harris Wealth Management first reported a position in RJF in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.58K in Q4 2023. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Beaird Harris Wealth Management held 7 shares of Raymond James Financial worth $1.06K as of Q2 2026.
  • Beaird Harris Wealth Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Beaird Harris Wealth Management first reported a position in Raymond James Financial in Q1 2022 and has held it in 12 quarters since.
  • Beaird Harris Wealth Management's Raymond James Financial position peaked at $7.58K in Q4 2023.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.