Compass Financial Management’s Raymond James Financial RJF Stock Holding History

Compass Financial 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 Q2	$152	Buy	+1	New	+$152	﹤0.01%	1493

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

Compass Financial Management's RJF Position: Q2 2026 in Review

Compass Financial Management opened a new position in Raymond James Financial (RJF) in Q2 2026: 1 share worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

855 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Compass Financial Management held 1 share of Raymond James Financial worth $152 as of Q2 2026.
Raymond James Financial was a new Compass Financial Management position in Q2 2026.
Raymond James Financial made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1493 holding.
855 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.