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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

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 $3.38T AUM 44.17% 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

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. 903 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.
  • 903 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.