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Cassaday & Co Wealth Management’s Raymond James Financial RJF Stock Holding History

Cassaday & Co Wealth Management’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 		$1.67K Hold
11
– – ﹤0.01% 1039
2026
Q1 		$1.59K Buy
+11
New +$1.75K ﹤0.01% 1092

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

Cassaday & Co Wealth Management's RJF Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 11 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Cassaday & Co Wealth Management first reported a position in RJF in Q1 2026 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cassaday & Co Wealth Management held 11 shares of Raymond James Financial worth $1.67K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1039 holding.
  • Cassaday & Co Wealth Management first reported a position in Raymond James Financial in Q1 2026 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.