Bill Few Associates’s Raymond James Financial RJF Stock Holding History

Bill Few Associates’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 Q3	$1.18M	Sell	7,495 -600	-7%	-$103K	0.24%	89
2026 Q2	$1.23M	Sell	8,095 -500	-6%	-$75.9K	0.26%	81
2026 Q1	$1.24M	Hold	8,595	–	–	0.3%	74
2025 Q4	$1.38M	Sell	8,595 -500	-5%	-$80.7K	0.34%	64
2025 Q3	$1.57M	Hold	9,095	–	–	0.4%	56
2025 Q2	$1.39M	Hold	9,095	–	–	0.39%	57
2025 Q1	$1.26M	Sell	9,095 -500	-5%	-$77.6K	0.45%	54
2024 Q4	$1.49M	Sell	9,595 -500	-5%	-$75.5K	0.52%	50
2024 Q3	$1.24M	Buy	10,095 +4,900	+94%	+$572K	0.44%	57
2024 Q2	$642K	Sell	5,195 -250	-5%	-$30.9K	0.25%	75
2024 Q1	$699K	Hold	5,445	–	–	0.28%	68
2023 Q4	$607K	Hold	5,445	–	–	0.28%	69
2023 Q3	$547K	Hold	5,445	–	–	0.29%	67
2023 Q2	$565K	Hold	5,445	–	–	0.29%	70
2023 Q1	$508K	Hold	5,445	–	–	0.28%	69
2022 Q4	$582K	Sell	5,445 -400	-7%	-$44.9K	0.34%	62
2022 Q3	$577K	Hold	5,845	–	–	0.39%	56
2022 Q2	$523K	Buy	5,845 +3,750	+179%	+$367K	0.33%	60
2022 Q1	$230K	Hold	2,095	–	–	0.13%	112
2021 Q4	$210K	Buy	+2,095	New	+$207K	0.11%	115

Other funds holding RJF

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Bill Few Associates's RJF Position: Q3 2026 in Review

Bill Few Associates reduced its Raymond James Financial (RJF) stake by 7.4% in Q3 2026, selling an estimated $103K and leaving 7,495 shares worth $1.18M. The position accounts for 0.24% of the portfolio, ranked #89.

Bill Few Associates first reported a position in RJF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q3 2025. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Bill Few Associates held 7,495 shares of Raymond James Financial worth $1.18M as of Q3 2026.
Bill Few Associates sold 600 Raymond James Financial shares in Q3 2026, an estimated $103K.
Raymond James Financial made up 0.24% of Bill Few Associates's portfolio in Q3 2026, its #89 holding.
Bill Few Associates first reported a position in Raymond James Financial in Q4 2021 and has held it in 20 quarters since.
Bill Few Associates's Raymond James Financial position peaked at $1.57M in Q3 2025.
36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.