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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bill Few Associates's RJF Position: Q2 2026 in Review

Bill Few Associates reduced its Raymond James Financial (RJF) stake by 5.8% in Q2 2026, selling an estimated $75.9K and leaving 8,095 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #81.

Bill Few Associates first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Bill Few Associates held 8,095 shares of Raymond James Financial worth $1.23M as of Q2 2026.
Bill Few Associates sold 500 Raymond James Financial shares in Q2 2026, an estimated $75.9K.
Raymond James Financial made up 0.26% of Bill Few Associates's portfolio in Q2 2026, its #81 holding.
Bill Few Associates first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
Bill Few Associates's Raymond James Financial position peaked at $1.57M in Q3 2025.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.