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Darwin Wealth Management’s Raymond James Financial RJF Stock Holding History

Darwin Wealth Management’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 		$372K Buy
2,450
+9
+0.4% +$1.37K 0.1% 110
2026
Q1 		$354K Buy
2,441
+8
+0.3% +$1.27K 0.11% 109
2025
Q4 		$391K Buy
2,433
+5
+0.2% +$807 0.12% 105
2025
Q3 		$419K Buy
2,428
+5
+0.2% +$829 0.13% 102
2025
Q2 		$372K Buy
2,423
+10
+0.4% +$1.43K 0.13% 104
2025
Q1 		$375K Hold
2,413
– – 0.13% 101
2024
Q4 		$375K Sell
2,413
-134
-5% -$20.2K 0.13% 101
2024
Q3 		$312K Buy
+2,547
New +$297K 0.09% 114
2024
Q2 		– Sell
-2,455
Closed -$315K – 131
2024
Q1 		$315K Buy
2,455
+7
+0.3% +$816 0.09% 110
2023
Q4 		$273K Hold
2,448
– – 0.07% 122
2023
Q3 		$246K Buy
2,448
+59
+2% +$6.24K 0.07% 127
2023
Q2 		$251K Hold
2,389
– – 0.06% 125
2023
Q1 		$229K Buy
+2,389
New +$253K 0.06% 141
2020
Q2 		– Sell
-4,014
Closed -$168K – 628
2020
Q1 		$168K Hold
4,014
– – 0.05% 147
2019
Q4 		$239K Hold
4,014
– – 0.06% 139
2019
Q3 		$221K Buy
4,014
+427
+12% +$23.2K 0.07% 137
2019
Q2 		$202K Buy
+3,587
New +$204K 0.06% 142
2018
Q4 		– Sell
-3,977
Closed -$244K – 118
2018
Q3 		$244K Hold
3,977
– – 0.14% 113
2018
Q2 		$237K Sell
3,977
-5,629
-59% -$349K 0.15% 113
2018
Q1 		$572K Buy
+9,606
New +$598K 0.41% 51

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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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

Darwin Wealth Management's RJF Position: Q2 2026 in Review

Darwin Wealth Management increased its Raymond James Financial (RJF) stake by 0.37% in Q2 2026, buying an estimated $1.37K and bringing the position to 2,450 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #110.

Darwin Wealth Management first reported a position in RJF in Q1 2018 and has held it in 20 quarters since. The position peaked at $572K in Q1 2018. 256 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Darwin Wealth Management held 2,450 shares of Raymond James Financial worth $372K as of Q2 2026.
  • Darwin Wealth Management bought 9 Raymond James Financial shares in Q2 2026, an estimated $1.37K.
  • Raymond James Financial made up 0.1% of Darwin Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Darwin Wealth Management first reported a position in Raymond James Financial in Q1 2018 and has held it in 20 quarters since.
  • Darwin Wealth Management's Raymond James Financial position peaked at $572K in Q1 2018.
  • 256 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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