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Crewe Advisors’s Raymond James Financial RJF Stock Holding History

Crewe Advisors’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 		$11.7K Buy
77
+59
+328% +$8.96K ﹤0.01% 727
2026
Q1 		$2.61K Buy
+18
New +$2.85K ﹤0.01% 878
2024
Q4 		– Sell
-11
Closed -$1.35K – 771
2024
Q3 		$1.35K Sell
11
-22
-67% -$2.57K ﹤0.01% 631
2024
Q2 		$4.08K Buy
+33
New +$4.07K ﹤0.01% 836
2023
Q1 		– Sell
-48
Closed -$5.13K – 1000
2022
Q4 		$5.13K Sell
48
-74
-61% -$8.3K ﹤0.01% 666
2022
Q3 		$12K Buy
122
+32
+36% +$3.24K ﹤0.01% 615
2022
Q2 		$8K Buy
+90
New +$8.82K ﹤0.01% 669

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

Crewe Advisors's RJF Position: Q2 2026 in Review

Crewe Advisors increased its Raymond James Financial (RJF) stake by 328% in Q2 2026, buying an estimated $8.96K and bringing the position to 77 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Crewe Advisors first reported a position in RJF in Q2 2022 and has held it in 7 quarters since. The position peaked at $12K in Q3 2022. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Crewe Advisors held 77 shares of Raymond James Financial worth $11.7K as of Q2 2026.
  • Crewe Advisors bought 59 Raymond James Financial shares in Q2 2026, an estimated $8.96K.
  • Raymond James Financial made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #727 holding.
  • Crewe Advisors first reported a position in Raymond James Financial in Q2 2022 and has held it in 7 quarters since.
  • Crewe Advisors's Raymond James Financial position peaked at $12K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.