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Beverly Hills Private Wealth’s Raymond James Financial RJF Stock Holding History

Beverly Hills Private Wealth’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 		$1.11M Buy
7,308
+4,073
+126% +$618K 0.21% 103
2026
Q1 		$468K Sell
3,235
-46
-1% -$7.3K 0.08% 198
2025
Q4 		$527K Sell
3,281
-83
-2% -$13.4K 0.09% 170
2025
Q3 		$581K Sell
3,364
-121
-3% -$20.1K 0.1% 167
2025
Q2 		$534K Sell
3,485
-319
-8% -$45.7K 0.1% 168
2025
Q1 		$528K Buy
3,804
+114
+3% +$17.7K 0.1% 168
2024
Q4 		$573K Sell
3,690
-371
-9% -$56K 0.12% 157
2024
Q3 		$497K Sell
4,061
-586
-13% -$68.4K 0.1% 187
2024
Q2 		$574K Sell
4,647
-288
-6% -$35.5K 0.12% 171
2024
Q1 		$634K Sell
4,935
-298
-6% -$34.7K 0.15% 156
2023
Q4 		$583K Sell
5,233
-514
-9% -$52.9K 0.15% 145
2023
Q3 		$577K Sell
5,747
-5,843
-50% -$618K 0.17% 133
2023
Q2 		$1.25M Buy
11,590
+5,894
+103% +$547K 0.21% 112
2023
Q1 		$531K Buy
5,696
+963
+20% +$102K 0.16% 142
2022
Q4 		$506K Buy
+4,733
New +$531K 0.22% 110

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

Beverly Hills Private Wealth's RJF Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Raymond James Financial (RJF) stake by 126% in Q2 2026, buying an estimated $618K and bringing the position to 7,308 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #103.

Beverly Hills Private Wealth first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q2 2023. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Beverly Hills Private Wealth held 7,308 shares of Raymond James Financial worth $1.11M as of Q2 2026.
  • Beverly Hills Private Wealth bought 4,073 Raymond James Financial shares in Q2 2026, an estimated $618K.
  • Raymond James Financial made up 0.21% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Beverly Hills Private Wealth first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Raymond James Financial position peaked at $1.25M in Q2 2023.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.