Clark Wealth Partners’s Raymond James Financial RJF Stock Holding History

Clark Wealth Partners’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	$1.98K	Hold	13	–	–	﹤0.01%	420
2026 Q1	$1.88K	Hold	13	–	–	﹤0.01%	463
2025 Q4	$2.09K	Hold	13	–	–	﹤0.01%	427
2025 Q3	$2.09K	Hold	13	–	–	﹤0.01%	427
2025 Q2	$1.99K	Sell	13 -39	-75%	-$5.58K	﹤0.01%	385
2025 Q1	$7.22K	Buy	52 +39	+300%	+$6.05K	0.01%	228
2024 Q4	$2.02K	Buy	+13	New	+$1.96K	﹤0.01%	358

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clark Wealth Partners's RJF Position: Q2 2026 in Review

Clark Wealth Partners held its Raymond James Financial (RJF) position steady in Q2 2026 at 13 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Clark Wealth Partners first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.22K in Q1 2025. 855 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Clark Wealth Partners held 13 shares of Raymond James Financial worth $1.98K as of Q2 2026.
Clark Wealth Partners left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #420 holding.
Clark Wealth Partners first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's Raymond James Financial position peaked at $7.22K in Q1 2025.
855 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.