CWM
RJF icon

Circle Wealth Management’s Raymond James Financial RJF Stock Holding History

Circle 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
Q1 		$216K Hold
1,493
– – ﹤0.01% 256
2025
Q4 		$240K Buy
1,493
+15
+1% +$2.42K ﹤0.01% 225
2025
Q3 		$255K Buy
+1,478
New +$245K 0.01% 205
2020
Q1 		– Sell
-3,660
Closed -$218K – 212
2019
Q4 		$218K Hold
3,660
– – 0.04% 171
2019
Q3 		$201K Buy
+3,660
New +$199K 0.04% 161

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Circle Wealth Management's RJF Position: Q1 2026 in Review

Circle Wealth Management held its Raymond James Financial (RJF) position steady in Q1 2026 at 1,493 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Circle Wealth Management first reported a position in RJF in Q3 2019 and has held it in 5 quarters since. The position peaked at $255K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Circle Wealth Management held 1,493 shares of Raymond James Financial worth $216K as of Q1 2026.
  • Circle Wealth Management left its Raymond James Financial share count unchanged in Q1 2026.
  • Raymond James Financial made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Circle Wealth Management first reported a position in Raymond James Financial in Q3 2019 and has held it in 5 quarters since.
  • Circle Wealth Management's Raymond James Financial position peaked at $255K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.