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Clearstead Advisors’s Raymond James Financial RJF Stock Holding History

Clearstead Advisors’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 		$240K Buy
1,577
+944
+149% +$143K ﹤0.01% 1012
2026
Q1 		$91.7K Buy
633
+72
+13% +$11.4K ﹤0.01% 1155
2025
Q4 		$90.1K Buy
561
+337
+150% +$54.4K ﹤0.01% 1158
2025
Q3 		$38.7K Sell
224
-181
-45% -$30K ﹤0.01% 1365
2025
Q2 		$62.1K Buy
405
+152
+60% +$21.8K ﹤0.01% 1217
2025
Q1 		$35.1K Sell
253
-33
-12% -$5.12K ﹤0.01% 1261
2024
Q4 		$44.4K Hold
286
– – ﹤0.01% 1187
2024
Q3 		$35K Buy
286
+1
+0.4% +$117 ﹤0.01% 1284
2024
Q2 		$35.2K Buy
285
+235
+470% +$29K ﹤0.01% 1248
2024
Q1 		$6.29K Sell
50
-29
-37% -$3.38K ﹤0.01% 1142
2023
Q4 		$8.81K Buy
79
+52
+193% +$5.35K ﹤0.01% 1078
2023
Q3 		$2.71K Buy
+27
New +$2.86K ﹤0.01% 1191
2023
Q2 		– Sell
-93
Closed -$8.68K – 1429
2023
Q1 		$8.68K Buy
93
+10
+12% +$1.06K ﹤0.01% 966
2022
Q4 		$8.87K Hold
83
– – ﹤0.01% 918
2022
Q3 		$8K Buy
+83
New +$8.4K ﹤0.01% 918
2021
Q4 		– Sell
-25
Closed -$2K – 1409
2021
Q3 		$2K Buy
25
+1
+4% +$90 ﹤0.01% 1147
2021
Q2 		$2K Buy
+24
New +$2.09K ﹤0.01% 1074

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

Clearstead Advisors's RJF Position: Q2 2026 in Review

Clearstead Advisors increased its Raymond James Financial (RJF) stake by 149% in Q2 2026, buying an estimated $143K and bringing the position to 1,577 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Clearstead Advisors first reported a position in RJF in Q2 2021 and has held it in 17 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Clearstead Advisors held 1,577 shares of Raymond James Financial worth $240K as of Q2 2026.
  • Clearstead Advisors bought 944 Raymond James Financial shares in Q2 2026, an estimated $143K.
  • Raymond James Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1012 holding.
  • Clearstead Advisors first reported a position in Raymond James Financial in Q2 2021 and has held it in 17 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.