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Carson Advisory’s Raymond James Financial RJF Stock Holding History

Carson Advisory’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 		$241K Hold
1,586
– – 0.11% 180
2026
Q1 		$230K Hold
1,586
– – 0.12% 167
2025
Q4 		$255K Hold
1,586
– – 0.13% 156
2025
Q3 		$274K Hold
1,586
– – 0.15% 138
2025
Q2 		$243K Hold
1,586
– – 0.15% 146
2025
Q1 		$220K Buy
1,586
+4
+0.3% +$621 0.15% 149
2024
Q4 		$246K Buy
+1,582
New +$239K 0.17% 137
2024
Q2 		– Sell
-1,570
Closed -$202K – 178
2024
Q1 		$202K Buy
+1,570
New +$183K 0.14% 163

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

Carson Advisory's RJF Position: Q2 2026 in Review

Carson Advisory held its Raymond James Financial (RJF) position steady in Q2 2026 at 1,586 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #180.

Carson Advisory first reported a position in RJF in Q1 2024 and has held it in 8 quarters since. The position peaked at $274K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Carson Advisory held 1,586 shares of Raymond James Financial worth $241K as of Q2 2026.
  • Carson Advisory left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.11% of Carson Advisory's portfolio in Q2 2026, its #180 holding.
  • Carson Advisory first reported a position in Raymond James Financial in Q1 2024 and has held it in 8 quarters since.
  • Carson Advisory's Raymond James Financial position peaked at $274K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.