Creative Planning
RJF icon

Creative Planning’s Raymond James Financial RJF Stock Holding History

Creative Planning’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
Q1 		$8.99M Buy
62,072
+4,892
+9% +$776K 0.01% 760
2025
Q4 		$9.18M Buy
57,180
+5,705
+11% +$921K 0.01% 658
2025
Q3 		$8.88M Buy
51,475
+7,063
+16% +$1.17M 0.01% 617
2025
Q2 		$6.81M Buy
44,412
+3,646
+9% +$522K 0.01% 652
2025
Q1 		$5.66M Buy
40,766
+5,252
+15% +$815K 0.01% 665
2024
Q4 		$5.52M Sell
35,514
-2,069
-6% -$313K 0.01% 632
2024
Q3 		$4.6M Sell
37,583
-198
-0.5% -$23.1K ﹤0.01% 668
2024
Q2 		$4.67M Buy
37,781
+797
+2% +$98.4K 0.01% 641
2024
Q1 		$4.75M Sell
36,984
-15,094
-29% -$1.76M 0.01% 620
2023
Q4 		$5.81M Sell
52,078
-1,561
-3% -$161K 0.01% 529
2023
Q3 		$5.39M Buy
53,639
+181
+0.3% +$19.2K 0.01% 510
2023
Q2 		$5.55M Buy
53,458
+6,776
+15% +$629K 0.01% 496
2023
Q1 		$4.35M Sell
46,682
-4,816
-9% -$510K 0.01% 540
2022
Q4 		$5.5M Buy
51,498
+1,502
+3% +$169K 0.01% 463
2022
Q3 		$4.94M Buy
49,996
+6,303
+14% +$638K 0.01% 441
2022
Q2 		$3.91M Buy
43,693
+1,673
+4% +$164K 0.01% 525
2022
Q1 		$4.62M Buy
42,020
+1,418
+3% +$150K 0.01% 475
2021
Q4 		$4.08M Buy
40,602
+4,415
+12% +$436K 0.01% 475
2021
Q3 		$3.34M Sell
36,187
-311
-0.9% -$27.9K 0.01% 529
2021
Q2 		$3.16M Buy
36,498
+1,534
+4% +$134K 0.01% 526
2021
Q1 		$2.86M Sell
34,964
-12,037
-26% -$897K 0.01% 581
2020
Q4 		$3M Sell
47,001
-293
-0.6% -$16.8K 0.01% 514
2020
Q3 		$2.29M Buy
47,294
+122
+0.3% +$5.91K 0.01% 515
2020
Q2 		$2.17M Sell
47,172
-786
-2% -$35.4K 0.01% 472
2020
Q1 		$2.02M Sell
47,958
-13,592
-22% -$767K 0.01% 436
2019
Q4 		$3.67M Sell
61,550
-13,204
-18% -$762K 0.01% 357
2019
Q3 		$4.11M Sell
74,754
-3,779
-5% -$205K 0.01% 318
2019
Q2 		$4.43M Buy
78,533
+68,756
+703% +$3.92M 0.01% 313
2019
Q1 		$524K Sell
9,777
-89
-0.9% -$4.77K ﹤0.01% 1001
2018
Q4 		$489K Buy
9,866
+515
+6% +$27.4K ﹤0.01% 974
2018
Q3 		$574K Buy
9,351
+1,143
+14% +$70.4K ﹤0.01% 1005
2018
Q2 		$489K Buy
8,208
+223
+3% +$13.8K ﹤0.01% 1082
2018
Q1 		$476K Sell
7,985
-133
-2% -$8.28K ﹤0.01% 1114
2017
Q4 		$483K Buy
8,118
+2,530
+45% +$146K ﹤0.01% 1094
2017
Q3 		$314K Sell
5,588
-999
-15% -$53.9K ﹤0.01% 1307
2017
Q2 		$352K Buy
6,587
+1,533
+30% +$77.2K ﹤0.01% 1194
2017
Q1 		$257K Sell
5,054
-148
-3% -$7.53K ﹤0.01% 1351
2016
Q4 		$240K Buy
5,202
+207
+4% +$9.15K ﹤0.01% 1309
2016
Q3 		$194K Sell
4,995
-72
-1% -$2.65K ﹤0.01% 1414
2016
Q2 		$167K Buy
5,067
+223
+5% +$7.63K ﹤0.01% 1347
2016
Q1 		$154K Buy
4,844
+959
+25% +$29.4K ﹤0.01% 1357
2015
Q4 		$150K Buy
3,885
+996
+34% +$37.1K ﹤0.01% 1389
2015
Q3 		$96K Buy
+2,889
New +$107K ﹤0.01% 1623
2015
Q2 		– Sell
-2,537
Closed -$96K – 2596
2015
Q1 		$96K Sell
2,537
-2,136
-46% -$79.8K ﹤0.01% 1595
2014
Q4 		$178K Buy
4,673
+2,250
+93% +$82.6K ﹤0.01% 1216
2014
Q3 		$87K Hold
2,423
– – ﹤0.01% 1572
2014
Q2 		$82K Hold
2,423
– – ﹤0.01% 1566
2014
Q1 		$90K Hold
2,423
– – ﹤0.01% 1468
2013
Q4 		$84K Hold
2,423
– – ﹤0.01% 1300
2013
Q3 		$67K Hold
2,423
– – ﹤0.01% 1345
2013
Q2 		$69K Buy
+2,423
New +$70.1K ﹤0.01% 1200

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's RJF Position: Q1 2026 in Review

Creative Planning increased its Raymond James Financial (RJF) stake by 8.6% in Q1 2026, buying an estimated $776K and bringing the position to 62,072 shares worth $8.99M. The position accounts for 0.01% of the portfolio, ranked #760.

Creative Planning first reported a position in RJF in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.18M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Creative Planning held 62,072 shares of Raymond James Financial worth $8.99M as of Q1 2026.
  • Creative Planning bought 4,892 Raymond James Financial shares in Q1 2026, an estimated $776K.
  • Raymond James Financial made up 0.01% of Creative Planning's portfolio in Q1 2026, its #760 holding.
  • Creative Planning first reported a position in Raymond James Financial in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Raymond James Financial position peaked at $9.18M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.