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

Cornerstone Wealth 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 		$393K Buy
2,587
+81
+3% +$12.3K 0.02% 282
2026
Q1 		$387K Sell
2,506
-42
-2% -$6.66K 0.02% 270
2025
Q4 		$409K Buy
2,548
+45
+2% +$7.27K 0.03% 230
2025
Q3 		$432K Buy
2,503
+6
+0.2% +$994 0.03% 214
2025
Q2 		$383K Buy
2,497
+127
+5% +$18.2K 0.03% 213
2025
Q1 		$329K Buy
2,370
+36
+2% +$5.59K 0.03% 212
2024
Q4 		$363K Buy
2,334
+11
+0.5% +$1.66K 0.03% 193
2024
Q3 		$284K Sell
2,323
-10
-0.4% -$1.17K 0.02% 212
2024
Q2 		$288K Buy
2,333
+29
+1% +$3.58K 0.03% 204
2024
Q1 		$296K Buy
+2,304
New +$268K 0.03% 193

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 Wealth Group's RJF Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Raymond James Financial (RJF) stake by 3.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,587 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #282.

Cornerstone Wealth Group first reported a position in RJF in Q1 2024 and has held it in 10 quarters since. The position peaked at $432K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cornerstone Wealth Group held 2,587 shares of Raymond James Financial worth $393K as of Q2 2026.
  • Cornerstone Wealth Group bought 81 Raymond James Financial shares in Q2 2026, an estimated $12.3K.
  • Raymond James Financial made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #282 holding.
  • Cornerstone Wealth Group first reported a position in Raymond James Financial in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Wealth Group's Raymond James Financial position peaked at $432K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.