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Bell Investment Advisors’s Raymond James Financial RJF Stock Holding History

Bell Investment 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
Q2 		$20.4K Sell
134
-10
-7% -$1.52K ﹤0.01% 464
2026
Q1 		$20.9K Hold
144
– – ﹤0.01% 443
2025
Q4 		$23.1K Hold
144
– – ﹤0.01% 406
2025
Q3 		$24.9K Sell
144
-14
-9% -$2.32K ﹤0.01% 363
2025
Q2 		$24.2K Buy
158
+17
+12% +$2.43K ﹤0.01% 377
2025
Q1 		$19.6K Hold
141
– – ﹤0.01% 397
2024
Q4 		$21.9K Buy
141
+9
+7% +$1.36K ﹤0.01% 364
2024
Q3 		$16.2K Sell
132
-5
-4% -$584 ﹤0.01% 446
2024
Q2 		$16.9K Hold
137
– – ﹤0.01% 433
2024
Q1 		$17.6K Hold
137
– – ﹤0.01% 408
2023
Q4 		$15.3K Buy
137
+15
+12% +$1.54K ﹤0.01% 426
2023
Q3 		$12.3K Sell
122
-20
-14% -$2.12K ﹤0.01% 434
2023
Q2 		$14.7K Buy
142
+22
+18% +$2.04K ﹤0.01% 381
2023
Q1 		$11.2K Sell
120
-5
-4% -$530 ﹤0.01% 447
2022
Q4 		$13.4K Buy
125
+5
+4% +$561 ﹤0.01% 393
2022
Q3 		$12K Buy
120
+10
+9% +$1.01K ﹤0.01% 372
2022
Q2 		$10K Buy
+110
New +$10.8K ﹤0.01% 434
2021
Q4 		$10K Hold
100
– – ﹤0.01% 499
2021
Q3 		$9K Buy
+100
New +$8.96K ﹤0.01% 493

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

Bell Investment Advisors's RJF Position: Q2 2026 in Review

Bell Investment Advisors reduced its Raymond James Financial (RJF) stake by 6.9% in Q2 2026, selling an estimated $1.52K and leaving 134 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Bell Investment Advisors first reported a position in RJF in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.9K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bell Investment Advisors held 134 shares of Raymond James Financial worth $20.4K as of Q2 2026.
  • Bell Investment Advisors sold 10 Raymond James Financial shares in Q2 2026, an estimated $1.52K.
  • Raymond James Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #464 holding.
  • Bell Investment Advisors first reported a position in Raymond James Financial in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Raymond James Financial position peaked at $24.9K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.