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Clearstead Trust’s Raymond James Financial RJF Stock Holding History

Clearstead Trust’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 		$39.7K Sell
261
-14
-5% -$2.13K 0.01% 349
2026
Q1 		$39.8K Hold
275
– – 0.01% 341
2025
Q4 		$44.2K Sell
275
-10
-4% -$1.61K 0.01% 338
2025
Q3 		$49.2K Buy
285
+181
+174% +$30K 0.01% 317
2025
Q2 		$16K Buy
+104
New +$14.9K ﹤0.01% 486

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 Trust's RJF Position: Q2 2026 in Review

Clearstead Trust reduced its Raymond James Financial (RJF) stake by 5.1% in Q2 2026, selling an estimated $2.13K and leaving 261 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #349.

Clearstead Trust first reported a position in RJF in Q2 2025 and has held it in 5 quarters since. The position peaked at $49.2K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Clearstead Trust held 261 shares of Raymond James Financial worth $39.7K as of Q2 2026.
  • Clearstead Trust sold 14 Raymond James Financial shares in Q2 2026, an estimated $2.13K.
  • Raymond James Financial made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #349 holding.
  • Clearstead Trust first reported a position in Raymond James Financial in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Raymond James Financial position peaked at $49.2K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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