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Bravera Wealth’s Raymond James Financial RJF Stock Holding History

Bravera 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 		$6.23K Hold
41
– – ﹤0.01% 294
2026
Q1 		$5.94K Hold
41
– – ﹤0.01% 325
2025
Q4 		$6.58K Buy
+41
New +$6.62K ﹤0.01% 320

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bravera Wealth's RJF Position: Q2 2026 in Review

Bravera Wealth held its Raymond James Financial (RJF) position steady in Q2 2026 at 41 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Bravera Wealth first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.58K in Q4 2025. 231 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bravera Wealth held 41 shares of Raymond James Financial worth $6.23K as of Q2 2026.
  • Bravera Wealth left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #294 holding.
  • Bravera Wealth first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Raymond James Financial position peaked at $6.58K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.