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

Dogwood 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	$1.06K	Sell	7 -7	-50%	-$1.06K	﹤0.01%	765
2026 Q1	$2.03K	Buy	14 +1	+8%	+$159	﹤0.01%	637
2025 Q4	$2.09K	Buy	13 +12	+1,200%	+$1.94K	﹤0.01%	554
2025 Q3	$173	Buy	+1	New	+$166	﹤0.01%	699
2025 Q2	–	Sell	-13	Closed	-$1.81K	–	728
2025 Q1	$1.81K	Buy	+13	New	+$2.02K	﹤0.01%	357
2024 Q3	–	Hold	0	–	–	–	500
2024 Q2	–	Hold	0	–	–	–	528
2024 Q1	–	Hold	0	–	–	–	531
2023 Q4	–	Hold	0	–	–	–	499

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

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

Dogwood Wealth Management reduced its Raymond James Financial (RJF) stake by 50% in Q2 2026, selling an estimated $1.06K and leaving 7 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Dogwood Wealth Management first reported a position in RJF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.09K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Dogwood Wealth Management held 7 shares of Raymond James Financial worth $1.06K as of Q2 2026.
Dogwood Wealth Management sold 7 Raymond James Financial shares in Q2 2026, an estimated $1.06K.
Raymond James Financial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #765 holding.
Dogwood Wealth Management first reported a position in Raymond James Financial in Q1 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's Raymond James Financial position peaked at $2.09K in Q4 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.