Diversify Advisory Services’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Buy
+2,238
New +$340K 0.01% 960
2025
Q4
Sell
-2,203
Closed -$350K 961
2025
Q3
$350K Buy
2,203
+182
+9% +$30.2K 0.01% 668
2025
Q2
$340K Buy
+2,021
New +$289K 0.01% 648

Other funds holding RJF

Diversify Advisory Services's RJF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Raymond James Financial (RJF) in Q2 2026: 2,238 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in RJF as recently as Q3 2025.

Diversify Advisory Services first reported a position in RJF in Q2 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Diversify Advisory Services held 2,238 shares of Raymond James Financial worth $388K as of Q2 2026.
  • Raymond James Financial was a new Diversify Advisory Services position in Q2 2026.
  • Raymond James Financial made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #960 holding.
  • Diversify Advisory Services first reported a position in Raymond James Financial in Q2 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.