CAMG
RJF icon

CWA Asset Management Group’s Raymond James Financial RJF Stock Holding History

CWA Asset Management 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 		$8.16M Sell
53,655
-64
-0.1% -$9.71K 0.25% 88
2026
Q1 		$7.78M Sell
53,719
-3,334
-6% -$529K 0.26% 88
2025
Q4 		$9.16M Sell
57,053
-2,456
-4% -$397K 0.33% 61
2025
Q3 		$10.3M Sell
59,509
-1,173
-2% -$194K 0.38% 54
2025
Q2 		$9.31M Sell
60,682
-3,222
-5% -$461K 0.39% 56
2025
Q1 		$8.88M Sell
63,904
-5,407
-8% -$839K 0.43% 55
2024
Q4 		$10.8M Sell
69,311
-5,758
-8% -$870K 0.54% 41
2024
Q3 		$9.19M Buy
+75,069
New +$8.77M 0.49% 50
2024
Q1 		$10.5M Buy
81,751
+1,780
+2% +$207K 0.64% 38
2023
Q4 		$8.92M Buy
79,971
+964
+1% +$99.2K 0.61% 44
2023
Q3 		$7.93M Buy
79,007
+1,974
+3% +$209K 0.59% 50
2023
Q2 		$7.99M Buy
77,033
+4,133
+6% +$384K 0.55% 45
2023
Q1 		$6.8M Buy
72,900
+6,412
+10% +$679K 0.51% 47
2022
Q4 		$7.1M Sell
66,488
-680
-1% -$76.3K 0.58% 41
2022
Q3 		$6.64M Sell
67,168
-29
-0% -$2.94K 0.64% 41
2022
Q2 		$6.01M Buy
67,197
+4,752
+8% +$466K 0.56% 47
2022
Q1 		$6.86M Buy
62,445
+1,860
+3% +$197K 0.52% 55
2021
Q4 		$6.08M Buy
60,585
+4,640
+8% +$459K 0.45% 58
2021
Q3 		$5.16M Buy
+55,945
New +$5.01M 0.41% 67

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group's RJF Position: Q2 2026 in Review

CWA Asset Management Group reduced its Raymond James Financial (RJF) stake by 0.12% in Q2 2026, selling an estimated $9.71K and leaving 53,655 shares worth $8.16M. The position accounts for 0.25% of the portfolio, ranked #88.

CWA Asset Management Group first reported a position in RJF in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q4 2024. 230 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • CWA Asset Management Group held 53,655 shares of Raymond James Financial worth $8.16M as of Q2 2026.
  • CWA Asset Management Group sold 64 Raymond James Financial shares in Q2 2026, an estimated $9.71K.
  • Raymond James Financial made up 0.25% of CWA Asset Management Group's portfolio in Q2 2026, its #88 holding.
  • CWA Asset Management Group first reported a position in Raymond James Financial in Q3 2021 and has held it in 19 quarters since.
  • CWA Asset Management Group's Raymond James Financial position peaked at $10.8M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.