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Consolidated Planning Corp’s Raymond James Financial RJF Stock Holding History

Consolidated Planning Corp’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 		$819K Sell
5,384
-2,478
-32% -$376K 0.11% 89
2026
Q1 		$1.14M Sell
7,862
-321
-4% -$50.9K 0.18% 76
2025
Q4 		$1.31M Buy
8,183
+92
+1% +$14.9K 0.13% 115
2025
Q3 		$1.4M Hold
8,091
– – 0.15% 117
2025
Q2 		$1.24M Buy
8,091
+10
+0.1% +$1.43K 0.16% 108
2025
Q1 		$1.12M Buy
8,081
+19
+0.2% +$2.95K 0.15% 109
2024
Q4 		$1.25M Sell
8,062
-172
-2% -$26K 0.17% 88
2024
Q3 		$1.01M Sell
8,234
-288
-3% -$33.6K 0.15% 89
2024
Q2 		$1.05M Sell
8,522
-55
-0.6% -$6.79K 0.17% 88
2024
Q1 		$1.1M Sell
8,577
-14
-0.2% -$1.63K 0.19% 84
2023
Q4 		$958K Sell
8,591
-67
-0.8% -$6.9K 0.18% 88
2023
Q3 		$870K Buy
8,658
+22
+0.3% +$2.33K 0.19% 90
2023
Q2 		$896K Buy
8,636
+22
+0.3% +$2.04K 0.19% 93
2023
Q1 		$803K Buy
8,614
+305
+4% +$32.3K 0.21% 80
2022
Q4 		$888K Sell
8,309
-512
-6% -$57.5K 0.25% 81
2022
Q3 		$872K Sell
8,821
-70
-0.8% -$7.09K 0.27% 73
2022
Q2 		$795K Sell
8,891
-131
-1% -$12.8K 0.25% 76
2022
Q1 		$992K Sell
9,022
-230
-2% -$24.4K 0.69% 21
2021
Q4 		$929K Sell
9,252
-600
-6% -$59.3K 0.6% 22
2021
Q3 		$909K Buy
9,852
+4,672
+90% +$418K 0.59% 21
2021
Q2 		$448K Sell
5,180
-94
-2% -$8.18K 0.33% 31
2021
Q1 		$430K Buy
+5,274
New +$393K 0.27% 31

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

Consolidated Planning Corp's RJF Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Raymond James Financial (RJF) stake by 32% in Q2 2026, selling an estimated $376K and leaving 5,384 shares worth $819K. The position accounts for 0.11% of the portfolio, ranked #89.

Consolidated Planning Corp first reported a position in RJF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Consolidated Planning Corp held 5,384 shares of Raymond James Financial worth $819K as of Q2 2026.
  • Consolidated Planning Corp sold 2,478 Raymond James Financial shares in Q2 2026, an estimated $376K.
  • Raymond James Financial made up 0.11% of Consolidated Planning Corp's portfolio in Q2 2026, its #89 holding.
  • Consolidated Planning Corp first reported a position in Raymond James Financial in Q1 2021 and has held it in 22 quarters since.
  • Consolidated Planning Corp's Raymond James Financial position peaked at $1.4M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.