Bogart Wealth LLC’s Raymond James Financial RJF Stock Holding History

Bogart Wealth LLC’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	$8.36K	Sell	55 -8	-13%	-$1.21K	﹤0.01%	1051
2026 Q1	$9.12K	Buy	63 +47	+294%	+$7.46K	﹤0.01%	926
2025 Q4	$2.57K	Sell	16 -3	-16%	-$484	﹤0.01%	1133
2025 Q3	$3.28K	Buy	19 +3	+19%	+$497	﹤0.01%	1051
2025 Q2	$2.45K	Sell	16 -3	-16%	-$430	﹤0.01%	1064
2025 Q1	$2.64K	Buy	19 +6	+46%	+$931	﹤0.01%	1026
2024 Q4	$2.02K	Buy	+13	New	+$1.96K	﹤0.01%	1093
2023 Q1	–	Sell	-7	Closed	-$748	–	1187
2022 Q4	$748	Buy	+7	New	+$786	﹤0.01%	880

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

Bogart Wealth LLC's RJF Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Raymond James Financial (RJF) stake by 13% in Q2 2026, selling an estimated $1.21K and leaving 55 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Bogart Wealth LLC first reported a position in RJF in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.12K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Bogart Wealth LLC held 55 shares of Raymond James Financial worth $8.36K as of Q2 2026.
Bogart Wealth LLC sold 8 Raymond James Financial shares in Q2 2026, an estimated $1.21K.
Raymond James Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1051 holding.
Bogart Wealth LLC first reported a position in Raymond James Financial in Q4 2022 and has held it in 8 quarters since.
Bogart Wealth LLC's Raymond James Financial position peaked at $9.12K in Q1 2026.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.