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Belpointe Asset Management’s Raymond James Financial RJF Stock Holding History

Belpointe Asset 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 		$226K Sell
1,488
-131
-8% -$19.9K 0.01% 1017
2026
Q1 		$234K Sell
1,619
-4,029
-71% -$639K 0.01% 946
2025
Q4 		$907K Buy
5,648
+86
+2% +$13.9K 0.03% 472
2025
Q3 		$960K Sell
5,562
-385
-6% -$63.8K 0.04% 419
2025
Q2 		$912K Buy
5,947
+423
+8% +$60.6K 0.04% 388
2025
Q1 		$767K Buy
5,524
+854
+18% +$133K 0.04% 416
2024
Q4 		$558K Sell
4,670
-545
-10% -$82.3K 0.03% 484
2024
Q3 		$639K Buy
5,215
+1,780
+52% +$208K 0.04% 435
2024
Q2 		$425K Buy
+3,435
New +$424K 0.03% 491
2023
Q2 		– Sell
-1,656
Closed -$154K – 2755
2023
Q1 		$154K Buy
1,656
+373
+29% +$39.5K 0.01% 1064
2022
Q4 		$137K Buy
1,283
+107
+9% +$12K 0.01% 1066
2022
Q3 		$116K Buy
+1,176
New +$119K 0.01% 1091
2022
Q2 		– Sell
-1,028
Closed -$113K – 1241
2022
Q1 		$113K Buy
+1,028
New +$109K 0.01% 1163

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

Belpointe Asset Management's RJF Position: Q2 2026 in Review

Belpointe Asset Management reduced its Raymond James Financial (RJF) stake by 8.1% in Q2 2026, selling an estimated $19.9K and leaving 1,488 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1017.

Belpointe Asset Management first reported a position in RJF in Q1 2022 and has held it in 13 quarters since. The position peaked at $960K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Belpointe Asset Management held 1,488 shares of Raymond James Financial worth $226K as of Q2 2026.
  • Belpointe Asset Management sold 131 Raymond James Financial shares in Q2 2026, an estimated $19.9K.
  • Raymond James Financial made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1017 holding.
  • Belpointe Asset Management first reported a position in Raymond James Financial in Q1 2022 and has held it in 13 quarters since.
  • Belpointe Asset Management's Raymond James Financial position peaked at $960K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.