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Cyndeo Wealth Partners’s Raymond James Financial RJF Stock Holding History

Cyndeo Wealth Partners’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 		$1.28M Buy
8,421
+32
+0.4% +$4.86K 0.06% 233
2026
Q1 		$1.21M Buy
8,389
+335
+4% +$53.1K 0.06% 219
2025
Q4 		$1.29M Buy
8,054
+3,357
+71% +$542K 0.07% 210
2025
Q3 		$811K Sell
4,697
-41
-0.9% -$6.79K 0.05% 259
2025
Q2 		$727K Sell
4,738
-20
-0.4% -$2.86K 0.04% 261
2025
Q1 		$661K Sell
4,758
-21
-0.4% -$3.26K 0.04% 262
2024
Q4 		$742K Hold
4,779
– – 0.05% 249
2024
Q3 		$585K Sell
4,779
-319
-6% -$37.3K 0.04% 277
2024
Q2 		$630K Hold
5,098
– – 0.05% 253
2024
Q1 		$655K Hold
5,098
– – 0.05% 235
2023
Q4 		$568K Hold
5,098
– – 0.05% 234
2023
Q3 		$512K Sell
5,098
-56
-1% -$5.93K 0.05% 223
2023
Q2 		$535K Buy
5,154
+319
+7% +$29.6K 0.06% 216
2023
Q1 		$451K Hold
4,835
– – 0.05% 226
2022
Q4 		$517K Buy
+4,835
New +$543K 0.06% 212

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

Cyndeo Wealth Partners's RJF Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Raymond James Financial (RJF) stake by 0.38% in Q2 2026, buying an estimated $4.86K and bringing the position to 8,421 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #233.

Cyndeo Wealth Partners first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cyndeo Wealth Partners held 8,421 shares of Raymond James Financial worth $1.28M as of Q2 2026.
  • Cyndeo Wealth Partners bought 32 Raymond James Financial shares in Q2 2026, an estimated $4.86K.
  • Raymond James Financial made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #233 holding.
  • Cyndeo Wealth Partners first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Raymond James Financial position peaked at $1.29M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.