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Brown Financial Advisors’s Raymond James Financial RJF Stock Holding History

Brown Financial Advisors’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 		– Sell
-2,342
Closed -$339K – 225
2026
Q1 		$339K Buy
+2,342
New +$371K 0.13% 138

Other funds holding RJF

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Vanguard Capital Management
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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

Brown Financial Advisors's RJF Position: Q2 2026 in Review

Brown Financial Advisors sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 2,342 shares — an estimated $339K sold.

Brown Financial Advisors first reported a position in RJF in Q1 2026 and held it in 1 quarter. The position peaked at $339K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Brown Financial Advisors reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Brown Financial Advisors sold 2,342 Raymond James Financial shares in Q2 2026, an estimated $339K.
  • Brown Financial Advisors first reported a position in Raymond James Financial in Q1 2026 and held it in 1 quarter.
  • Brown Financial Advisors's Raymond James Financial position peaked at $339K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.