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Carl Stuart Investment Advisor’s Raymond James Financial RJF Stock Holding History

Carl Stuart Investment Advisor’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 		$2.91M Hold
19,115
– – 1.17% 6
2026
Q1 		$2.77M Hold
19,115
– – 1.21% 6
2025
Q4 		$3.07M Sell
19,115
-9,360
-33% -$1.51M 2.77% 4
2025
Q3 		$4.91M Hold
28,475
– – 4.62% 4
2025
Q2 		$4.37M Hold
28,475
– – 2.24% 5
2025
Q1 		$3.96M Hold
28,475
– – 2.23% 5
2024
Q4 		$4.42M Sell
28,475
-1,675
-6% -$253K 2.36% 6
2024
Q3 		$3.69M Hold
30,150
– – 2.08% 5
2024
Q2 		$3.73M Hold
30,150
– – 2.33% 5
2024
Q1 		$3.87M Buy
+30,150
New +$3.51M 2.51% 5

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Carl Stuart Investment Advisor's RJF Position: Q2 2026 in Review

Carl Stuart Investment Advisor held its Raymond James Financial (RJF) position steady in Q2 2026 at 19,115 shares worth $2.91M. The position accounts for 1.17% of the portfolio, ranked #6.

Carl Stuart Investment Advisor first reported a position in RJF in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.91M in Q3 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Carl Stuart Investment Advisor held 19,115 shares of Raymond James Financial worth $2.91M as of Q2 2026.
  • Carl Stuart Investment Advisor left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 1.17% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #6 holding.
  • Carl Stuart Investment Advisor first reported a position in Raymond James Financial in Q1 2024 and has held it in 10 quarters since.
  • Carl Stuart Investment Advisor's Raymond James Financial position peaked at $4.91M in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.