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 Q4	–	Hold	0	–	-$2	–	576
2024 Q3	–	Hold	0	–	–	–	500
2024 Q2	–	Hold	0	–	–	–	528
2024 Q1	–	Hold	0	–	–	–	531
2023 Q4	–	Hold	0	–	–	–	499

Other funds holding RJF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return