CoreCap Advisors’s Raymond James Financial RJF Stock Holding History

CoreCap 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 Q3	$6.48K	Buy	41 +3	+8%	+$515	﹤0.01%	2201
2026 Q2	$5.78K	Buy	38 +6	+19%	+$911	﹤0.01%	2246
2026 Q1	$4.63K	Sell	32 -15	-32%	-$2.38K	﹤0.01%	2193
2025 Q4	$7.55K	Buy	47 +16	+52%	+$2.58K	﹤0.01%	2069
2025 Q3	$5.35K	Buy	31 +3	+11%	+$497	﹤0.01%	2150
2025 Q2	$4.29K	Buy	28 +14	+100%	+$2K	﹤0.01%	2150
2025 Q1	$1.95K	Buy	14 +12	+600%	+$1.86K	﹤0.01%	2367
2024 Q4	$311	Hold	2	–	–	﹤0.01%	2625
2024 Q3	$245	Buy	+2	New	+$234	﹤0.01%	2472
2022 Q4	$133K	Buy	+1,244	New	+$140K	0.01%	633
2022 Q3	–	Sell	-24	Closed	-$2K	–	1744
2022 Q2	$2K	Buy	+24	New	+$2.35K	﹤0.01%	1905

Other funds holding RJF

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

CoreCap Advisors's RJF Position: Q3 2026 in Review

CoreCap Advisors increased its Raymond James Financial (RJF) stake by 7.9% in Q3 2026, buying an estimated $515 and bringing the position to 41 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

CoreCap Advisors first reported a position in RJF in Q2 2022 and has held it in 11 quarters since. The position peaked at $133K in Q4 2022. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

CoreCap Advisors held 41 shares of Raymond James Financial worth $6.48K as of Q3 2026.
CoreCap Advisors bought 3 Raymond James Financial shares in Q3 2026, an estimated $515.
Raymond James Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2201 holding.
CoreCap Advisors first reported a position in Raymond James Financial in Q2 2022 and has held it in 11 quarters since.
CoreCap Advisors's Raymond James Financial position peaked at $133K in Q4 2022.
36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.