Curio Wealth’s Raymond James Financial RJF Stock Holding History

Curio 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	–	Sell	-2	Closed	-$290	–	904
2026 Q1	$290	Buy	+2	New	+$317	﹤0.01%	654

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Curio Wealth's RJF Position: Q2 2026 in Review

Curio Wealth sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 2 shares — an estimated $290 sold.

Curio Wealth first reported a position in RJF in Q1 2026 and held it in 1 quarter. The position peaked at $290 in Q1 2026. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Curio Wealth reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Raymond James Financial shares in Q2 2026, an estimated $290.
Curio Wealth first reported a position in Raymond James Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's Raymond James Financial position peaked at $290 in Q1 2026.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.