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CBIZ Investment Advisory Services’s Raymond James Financial RJF Stock Holding History

CBIZ Investment Advisory Services’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 		$1.74K Hold
12
– – ﹤0.01% 355
2026
Q1 		$1.74K Sell
12
-57
-83% -$9.04K ﹤0.01% 355
2025
Q4 		$11.1K Buy
69
+47
+214% +$7.59K ﹤0.01% 366
2025
Q3 		$3.8K Buy
22
+1
+5% +$166 ﹤0.01% 495
2025
Q2 		$3.22K Sell
21
-9
-30% -$1.29K ﹤0.01% 497
2025
Q1 		$4.17K Buy
+30
New +$4.66K ﹤0.01% 412

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

CBIZ Investment Advisory Services's RJF Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Raymond James Financial (RJF) position steady in Q2 2026 at 12 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

CBIZ Investment Advisory Services first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.1K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • CBIZ Investment Advisory Services held 12 shares of Raymond James Financial worth $1.74K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #355 holding.
  • CBIZ Investment Advisory Services first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Raymond James Financial position peaked at $11.1K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.