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Cornerstone Planning Group’s Raymond James Financial RJF Stock Holding History

Cornerstone Planning Group’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 		$52.8K Sell
314
-33
-10% -$5.01K 0.01% 395
2026
Q1 		$55.1K Buy
347
+19
+6% +$3.01K 0.01% 375
2025
Q4 		$55.1K Buy
328
+312
+1,950% +$50.4K 0.01% 322
2025
Q3 		$360 Sell
16
-105
-87% -$17.4K ﹤0.01% 1557
2025
Q2 		$20.2K Sell
121
-24
-17% -$3.44K ﹤0.01% 415
2025
Q1 		$19.6K Buy
145
+71
+96% +$11K ﹤0.01% 419
2024
Q4 		$12.5K Sell
74
-1
-1% -$151 ﹤0.01% 380
2024
Q3 		$11.2K Sell
75
-27
-26% -$3.15K ﹤0.01% 396
2024
Q2 		$10.9K Sell
102
-16
-14% -$1.98K ﹤0.01% 424
2024
Q1 		$14.7K Buy
118
+8
+7% +$932 ﹤0.01% 341
2023
Q4 		$12.3K Sell
110
-2
-2% -$206 ﹤0.01% 394
2023
Q3 		$11.2K Buy
112
+1
+0.9% +$106 ﹤0.01% 398
2023
Q2 		$11.5K Buy
+111
New +$10.3K ﹤0.01% 598
2022
Q4 		$7.53K Buy
+67
New +$7.52K ﹤0.01% 733

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

Cornerstone Planning Group's RJF Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Raymond James Financial (RJF) stake by 9.5% in Q2 2026, selling an estimated $5.01K and leaving 314 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #395.

Cornerstone Planning Group first reported a position in RJF in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.1K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cornerstone Planning Group held 314 shares of Raymond James Financial worth $52.8K as of Q2 2026.
  • Cornerstone Planning Group sold 33 Raymond James Financial shares in Q2 2026, an estimated $5.01K.
  • Raymond James Financial made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #395 holding.
  • Cornerstone Planning Group first reported a position in Raymond James Financial in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Raymond James Financial position peaked at $55.1K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.