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Benjamin Edwards Inc’s Raymond James Financial RJF Stock Holding History

Benjamin Edwards Inc’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 		$538K Sell
3,540
-273
-7% -$41.4K ﹤0.01% 1032
2026
Q1 		$552K Buy
3,813
+224
+6% +$35.5K 0.01% 963
2025
Q4 		$576K Buy
3,589
+2,092
+140% +$338K 0.01% 908
2025
Q3 		$258K Buy
+1,497
New +$248K ﹤0.01% 1158

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

Benjamin Edwards Inc's RJF Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Raymond James Financial (RJF) stake by 7.2% in Q2 2026, selling an estimated $41.4K and leaving 3,540 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Benjamin Edwards Inc first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. The position peaked at $576K in Q4 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Benjamin Edwards Inc held 3,540 shares of Raymond James Financial worth $538K as of Q2 2026.
  • Benjamin Edwards Inc sold 273 Raymond James Financial shares in Q2 2026, an estimated $41.4K.
  • Raymond James Financial made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1032 holding.
  • Benjamin Edwards Inc first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Raymond James Financial position peaked at $576K in Q4 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.