Cahaba Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.86M | Sell |
38,562
-2
| -0% | -$304 | 0.35% | 23 |
|
|
2026
Q1 | $5.58M | Buy |
38,564
+274
| +0.7% | +$43.5K | 0.38% | 21 |
|
|
2025
Q4 | $6.15M | Sell |
38,290
-3,964
| -9% | -$640K | 0.43% | 20 |
|
|
2025
Q3 | $7.29M | Hold |
42,254
| – | – | 0.53% | 18 |
|
|
2025
Q2 | $6.48M | Hold |
42,254
| – | – | 0.5% | 20 |
|
|
2025
Q1 | $5.87M | Hold |
42,254
| – | – | 0.49% | 20 |
|
|
2024
Q4 | $6.56M | Sell |
42,254
-4,000
| -9% | -$604K | 0.54% | 20 |
|
|
2024
Q3 | $5.66M | Hold |
46,254
| – | – | 0.47% | 21 |
|
|
2024
Q2 | $5.72M | Hold |
46,254
| – | – | 0.5% | 21 |
|
|
2024
Q1 | $5.94M | Hold |
46,254
| – | – | 0.54% | 19 |
|
|
2023
Q4 | $5.16M | Hold |
46,254
| – | – | 0.51% | 22 |
|
|
2023
Q3 | $4.65M | Buy |
46,254
+1
| +0% | +$106 | 0.51% | 23 |
|
|
2023
Q2 | $4.8M | Hold |
46,253
| – | – | 0.52% | 23 |
|
|
2023
Q1 | $4.31M | Buy |
46,253
+1,683
| +4% | +$178K | 0.49% | 24 |
|
|
2022
Q4 | $4.76M | Sell |
44,570
-1
| -0% | -$112 | 0.59% | 21 |
|
|
2022
Q3 | $4.4M | Buy |
44,571
+2
| +0% | +$203 | 0.61% | 20 |
|
|
2022
Q2 | $3.98M | Hold |
44,569
| – | – | 0.57% | 18 |
|
|
2022
Q1 | $4.34M | Buy |
44,569
+1,924
| +5% | +$204K | 0.6% | 18 |
|
|
2021
Q4 | $4.28M | Buy |
42,645
+1
| +0% | +$99 | 0.57% | 19 |
|
|
2021
Q3 | $3.94M | Hold |
42,644
| – | – | 0.58% | 19 |
|
|
2021
Q2 | $3.68M | Sell |
42,644
-124
| -0.3% | -$10.8K | 0.57% | 20 |
|
|
2021
Q1 | $3.49M | Buy |
42,768
+2,167
| +5% | +$161K | 0.54% | 23 |
|
|
2020
Q4 | $2.76M | Buy |
40,601
+53
| +0.1% | +$3.03K | 0.45% | 25 |
|
|
2020
Q3 | $1.97M | Buy |
+40,548
| New | +$1.96M | 0.39% | 28 |
|
|
2020
Q2 | – | Sell |
-40,548
| Closed | -$1.71M | – | 81 |
|
|
2020
Q1 | $1.71M | Buy |
40,548
+2,716
| +7% | +$153K | 0.44% | 27 |
|
|
2019
Q4 | $2.26M | Hold |
37,832
| – | – | 0.5% | 22 |
|
|
2019
Q3 | $2.08M | Hold |
37,832
| – | – | 0.5% | 23 |
|
|
2019
Q2 | $2.13M | Hold |
37,832
| – | – | 0.53% | 23 |
|
|
2019
Q1 | $2.03M | Buy |
37,832
+3,191
| +9% | +$171K | 0.55% | 21 |
|
|
2018
Q4 | $1.72M | Sell |
34,641
-147
| -0.4% | -$7.83K | 0.53% | 25 |
|
|
2018
Q3 | $2.14M | Buy |
34,788
+46
| +0.1% | +$2.83K | 0.7% | 18 |
|
|
2018
Q2 | $2.2M | Hold |
34,742
| – | – | 0.76% | 17 |
|
|
2018
Q1 | $2M | Buy |
34,742
+3,512
| +11% | +$219K | 0.79% | 19 |
|
|
2017
Q4 | $1.86M | Buy |
31,230
+157
| +0.5% | +$9.05K | 0.76% | 22 |
|
|
2017
Q3 | $1.75M | Buy |
+31,073
| New | +$1.68M | 0.8% | 21 |
|
Other funds holding RJF
Cahaba Wealth Management's RJF Position: Q2 2026 in Review
Cahaba Wealth Management reduced its Raymond James Financial (RJF) stake by 0.01% in Q2 2026, selling an estimated $304 and leaving 38,562 shares worth $5.86M. The position accounts for 0.35% of the portfolio, ranked #23.
Cahaba Wealth Management first reported a position in RJF in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.29M in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Cahaba Wealth Management held 38,562 shares of Raymond James Financial worth $5.86M as of Q2 2026.
- Cahaba Wealth Management sold 2 Raymond James Financial shares in Q2 2026, an estimated $304.
- Raymond James Financial made up 0.35% of Cahaba Wealth Management's portfolio in Q2 2026, its #23 holding.
- Cahaba Wealth Management first reported a position in Raymond James Financial in Q3 2017 and has held it in 35 quarters since.
- Cahaba Wealth Management's Raymond James Financial position peaked at $7.29M in Q3 2025.
- 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.