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Colonial Trust Advisors’s Raymond James Financial RJF Stock Holding History

Colonial Trust 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 		$13.8K Buy
+91
New +$13.8K ﹤0.01% 526
2024
Q2 		– Sell
-502
Closed -$64.5K – 967
2024
Q1 		$64.5K Buy
502
+500
+25,000% +$58.3K 0.01% 293
2023
Q4 		$223 Hold
2
– – ﹤0.01% 859
2023
Q3 		$201 Hold
2
– – ﹤0.01% 869
2023
Q2 		$208 Hold
2
– – ﹤0.01% 877
2023
Q1 		$187 Hold
2
– – ﹤0.01% 867
2022
Q4 		$214 Buy
+2
New +$224 ﹤0.01% 866

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

Colonial Trust Advisors's RJF Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Raymond James Financial (RJF) in Q2 2026: 91 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in RJF as recently as Q1 2024.

Colonial Trust Advisors first reported a position in RJF in Q4 2022 and has held it in 7 quarters since. The position peaked at $64.5K in Q1 2024. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Colonial Trust Advisors held 91 shares of Raymond James Financial worth $13.8K as of Q2 2026.
  • Raymond James Financial was a new Colonial Trust Advisors position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #526 holding.
  • Colonial Trust Advisors first reported a position in Raymond James Financial in Q4 2022 and has held it in 7 quarters since.
  • Colonial Trust Advisors's Raymond James Financial position peaked at $64.5K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.