DiNuzzo Private Wealth’s Raymond James Financial RJF Stock Holding History

DiNuzzo Private 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	$4.56K	Hold	30	–	–	﹤0.01%	430
2026 Q1	$4.34K	Sell	30 -1	-3%	-$159	﹤0.01%	414
2025 Q4	$4.98K	Hold	31	–	–	﹤0.01%	384
2025 Q3	$5.25K	Hold	31	–	–	﹤0.01%	367
2025 Q2	$4.75K	Hold	31	–	–	﹤0.01%	385
2025 Q1	$4.31K	Buy	31 +2	+7%	+$310	﹤0.01%	388
2024 Q4	$4.5K	Hold	29	–	–	﹤0.01%	372
2024 Q3	$3.55K	Hold	29	–	–	﹤0.01%	437
2024 Q2	$3.58K	Buy	29 +4	+16%	+$494	﹤0.01%	353
2024 Q1	$3.21K	Hold	25	–	–	﹤0.01%	334
2023 Q4	$2.79K	Buy	+25	New	+$2.57K	﹤0.01%	337

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

DiNuzzo Private Wealth's RJF Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Raymond James Financial (RJF) position steady in Q2 2026 at 30 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

DiNuzzo Private Wealth first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.25K in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

DiNuzzo Private Wealth held 30 shares of Raymond James Financial worth $4.56K as of Q2 2026.
DiNuzzo Private Wealth left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #430 holding.
DiNuzzo Private Wealth first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Raymond James Financial position peaked at $5.25K in Q3 2025.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.