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CrossGen Wealth’s Raymond James Financial RJF Stock Holding History

CrossGen Wealth’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 		$83.4K Buy
549
+8
+1% +$1.21K 0.06% 88
2026
Q1 		$78.4K Sell
541
-727
-57% -$115K 0.07% 87
2025
Q4 		$204K Buy
+1,268
New +$205K 0.18% 67

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

CrossGen Wealth's RJF Position: Q2 2026 in Review

CrossGen Wealth increased its Raymond James Financial (RJF) stake by 1.5% in Q2 2026, buying an estimated $1.21K and bringing the position to 549 shares worth $83.4K. The position accounts for 0.06% of the portfolio, ranked #88.

CrossGen Wealth first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • CrossGen Wealth held 549 shares of Raymond James Financial worth $83.4K as of Q2 2026.
  • CrossGen Wealth bought 8 Raymond James Financial shares in Q2 2026, an estimated $1.21K.
  • Raymond James Financial made up 0.06% of CrossGen Wealth's portfolio in Q2 2026, its #88 holding.
  • CrossGen Wealth first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Raymond James Financial position peaked at $204K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.