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Crestwood Advisors Group’s Raymond James Financial RJF Stock Holding History

Crestwood Advisors 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 		$577K Sell
3,795
-59
-2% -$8.96K 0.01% 446
2026
Q1 		$558K Sell
3,854
-1,708
-31% -$271K 0.01% 389
2025
Q4 		$893K Sell
5,562
-2,146
-28% -$347K 0.01% 296
2025
Q3 		$1.33M Sell
7,708
-586
-7% -$97.1K 0.02% 254
2025
Q2 		$1.27M Sell
8,294
-89
-1% -$12.7K 0.02% 251
2025
Q1 		$1.16M Buy
8,383
+6,401
+323% +$994K 0.02% 255
2024
Q4 		$308K Buy
1,982
+67
+3% +$10.1K 0.01% 382
2024
Q3 		$235K Buy
1,915
+58
+3% +$6.77K ﹤0.01% 405
2024
Q2 		$230K Sell
1,857
-265
-12% -$32.7K ﹤0.01% 393
2024
Q1 		$273K Buy
2,122
+24
+1% +$2.8K 0.01% 369
2023
Q4 		$234K Sell
2,098
-44
-2% -$4.53K 0.01% 364
2023
Q3 		$215K Buy
+2,142
New +$227K 0.01% 335

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

Crestwood Advisors Group's RJF Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Raymond James Financial (RJF) stake by 1.5% in Q2 2026, selling an estimated $8.96K and leaving 3,795 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #446.

Crestwood Advisors Group first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Crestwood Advisors Group held 3,795 shares of Raymond James Financial worth $577K as of Q2 2026.
  • Crestwood Advisors Group sold 59 Raymond James Financial shares in Q2 2026, an estimated $8.96K.
  • Raymond James Financial made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #446 holding.
  • Crestwood Advisors Group first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Raymond James Financial position peaked at $1.33M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.