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Creative Financial Designs’s Raymond James Financial RJF Stock Holding History

Creative Financial Designs’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 		$25.1K Hold
165
– – ﹤0.01% 1236
2026
Q1 		$23.9K Hold
165
– – ﹤0.01% 1150
2025
Q4 		$26.5K Hold
165
– – ﹤0.01% 1073
2025
Q3 		$28.5K Hold
165
– – ﹤0.01% 1033
2025
Q2 		$25.3K Sell
165
-1
-0.6% -$143 ﹤0.01% 1059
2025
Q1 		$23.1K Buy
166
+116
+232% +$18K ﹤0.01% 1042
2024
Q4 		$7.77K Hold
50
– – ﹤0.01% 1318
2024
Q3 		$6.12K Sell
50
-16
-24% -$1.87K ﹤0.01% 1328
2024
Q2 		$8.16K Hold
66
– – ﹤0.01% 1211
2024
Q1 		$8.48K Hold
66
– – ﹤0.01% 1192
2023
Q4 		$7.36K Hold
66
– – ﹤0.01% 1177
2023
Q3 		$6.63K Hold
66
– – ﹤0.01% 1126
2023
Q2 		$6.85K Buy
66
+27
+69% +$2.51K ﹤0.01% 1106
2023
Q1 		$3.64K Buy
+39
New +$4.13K ﹤0.01% 1180
2021
Q4 		– Sell
-1,387
Closed -$128K – 1398
2021
Q3 		$128K Sell
1,387
-104
-7% -$9.32K 0.02% 396
2021
Q2 		$129K Buy
1,491
+102
+7% +$8.88K 0.02% 393
2021
Q1 		$113K Hold
1,389
– – 0.02% 393
2020
Q4 		$89K Hold
1,389
– – 0.02% 401
2020
Q3 		$67K Hold
1,389
– – 0.02% 412
2020
Q2 		$64K Buy
+1,389
New +$62.6K 0.02% 384

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

Creative Financial Designs's RJF Position: Q2 2026 in Review

Creative Financial Designs held its Raymond James Financial (RJF) position steady in Q2 2026 at 165 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Creative Financial Designs first reported a position in RJF in Q2 2020 and has held it in 20 quarters since. The position peaked at $129K in Q2 2021. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Creative Financial Designs held 165 shares of Raymond James Financial worth $25.1K as of Q2 2026.
  • Creative Financial Designs left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1236 holding.
  • Creative Financial Designs first reported a position in Raymond James Financial in Q2 2020 and has held it in 20 quarters since.
  • Creative Financial Designs's Raymond James Financial position peaked at $129K in Q2 2021.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.