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Center for Financial Planning’s Raymond James Financial RJF Stock Holding History

Center for Financial Planning’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
19,124
– – 0.27% 30
2026
Q1 		$2.77M Sell
19,124
-157
-0.8% -$24.9K 0.29% 30
2025
Q4 		$3.1M Hold
19,281
– – 0.32% 25
2025
Q3 		$3.33M Sell
19,281
-250
-1% -$41.4K 0.36% 20
2025
Q2 		$3M Hold
19,531
– – 0.34% 23
2025
Q1 		$2.71M Sell
19,531
-2,575
-12% -$400K 0.35% 24
2024
Q4 		$3.43M Sell
22,106
-1,240
-5% -$187K 0.46% 18
2024
Q3 		$2.86M Sell
23,346
-657
-3% -$76.7K 0.39% 22
2024
Q2 		$2.97M Sell
24,003
-178
-0.7% -$22K 0.43% 20
2024
Q1 		$3.11M Buy
24,181
+465
+2% +$54.2K 0.46% 19
2023
Q4 		$2.64M Sell
23,716
-232
-1% -$23.9K 0.49% 18
2023
Q3 		$2.41M Sell
23,948
-214
-0.9% -$22.6K 0.52% 17
2023
Q2 		$2.51M Sell
24,162
-847
-3% -$78.6K 0.53% 17
2023
Q1 		$2.33M Buy
25,009
+1,042
+4% +$110K 0.54% 16
2022
Q4 		$2.56M Sell
23,967
-284
-1% -$31.9K 0.62% 15
2022
Q3 		$2.4M Sell
24,251
-285
-1% -$28.9K 0.64% 15
2022
Q2 		$2.19M Buy
24,536
+93
+0.4% +$9.11K 0.56% 18
2022
Q1 		$2.69M Buy
24,443
+765
+3% +$81K 0.55% 17
2021
Q4 		$2.38M Sell
23,678
-1,075
-4% -$106K 0.49% 19
2021
Q3 		$2.28M Sell
24,753
-3
-0% -$269 0.56% 19
2021
Q2 		$2.14M Sell
24,756
-825
-3% -$71.8K 0.53% 18
2021
Q1 		$2.09M Sell
25,581
-300
-1% -$22.4K 0.55% 18
2020
Q4 		$1.65M Sell
25,881
-60
-0.2% -$3.43K 0.47% 21
2020
Q3 		$1.26M Sell
25,941
-75
-0.3% -$3.63K 0.4% 27
2020
Q2 		$1.19M Sell
26,016
-630
-2% -$28.4K 0.42% 29
2020
Q1 		$1.12M Buy
26,646
+525
+2% +$29.6K 0.38% 24
2019
Q4 		$1.56M Buy
+26,121
New +$1.51M 0.39% 21

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Center for Financial Planning's RJF Position: Q2 2026 in Review

Center for Financial Planning held its Raymond James Financial (RJF) position steady in Q2 2026 at 19,124 shares worth $2.91M. The position accounts for 0.27% of the portfolio, ranked #30.

Center for Financial Planning first reported a position in RJF in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.43M in Q4 2024. 475 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Center for Financial Planning held 19,124 shares of Raymond James Financial worth $2.91M as of Q2 2026.
  • Center for Financial Planning left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.27% of Center for Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Center for Financial Planning first reported a position in Raymond James Financial in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Raymond James Financial position peaked at $3.43M in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.