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

Diversify 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	$388K	Buy	+2,238	New	+$340K	0.01%	960

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

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

Diversify Wealth Management 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.

897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Diversify Wealth Management held 2,238 shares of Raymond James Financial worth $388K as of Q2 2026.
Raymond James Financial was a new Diversify Wealth Management position in Q2 2026.
Raymond James Financial made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #960 holding.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.