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Cadent Capital Advisors’s Raymond James Financial RJF Stock Holding History

Cadent Capital 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
Q3 		$367K Hold
2,325
– – 0.08% 134
2026
Q2 		$353K Hold
2,325
– – 0.07% 147
2026
Q1 		$337K Hold
2,325
– – 0.09% 138
2025
Q4 		$373K Sell
2,325
-5,114
-69% -$826K 0.1% 124
2025
Q3 		$1.28M Buy
7,439
+1,193
+19% +$198K 0.34% 72
2025
Q2 		$958K Buy
6,246
+4,071
+187% +$583K 0.31% 72
2025
Q1 		$302K Hold
2,175
– – 0.11% 109
2024
Q4 		$338K Hold
2,175
– – 0.12% 107
2024
Q3 		$266K Hold
2,175
– – 0.08% 131
2024
Q2 		$269K Hold
2,175
– – 0.11% 112
2024
Q1 		$279K Hold
2,175
– – 0.11% 105
2023
Q4 		$243K Hold
2,175
– – 0.12% 106
2023
Q3 		$218K Hold
2,175
– – 0.09% 116
2023
Q2 		$226K Buy
+2,175
New +$202K 0.13% 114

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 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

Cadent Capital Advisors's RJF Position: Q3 2026 in Review

Cadent Capital Advisors held its Raymond James Financial (RJF) position steady in Q3 2026 at 2,325 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #134.

Cadent Capital Advisors first reported a position in RJF in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2025. 59 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Cadent Capital Advisors held 2,325 shares of Raymond James Financial worth $367K as of Q3 2026.
  • Cadent Capital Advisors left its Raymond James Financial share count unchanged in Q3 2026.
  • Raymond James Financial made up 0.08% of Cadent Capital Advisors's portfolio in Q3 2026, its #134 holding.
  • Cadent Capital Advisors first reported a position in Raymond James Financial in Q2 2023 and has held it in 14 quarters since.
  • Cadent Capital Advisors's Raymond James Financial position peaked at $1.28M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.