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

Drive 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 		$357K Sell
2,348
-54
-2% -$8.2K 0.06% 265
2026
Q1 		$348K Sell
2,402
-14
-0.6% -$2.22K 0.07% 223
2025
Q4 		$388K Buy
2,416
+13
+0.5% +$2.1K 0.08% 211
2025
Q3 		$415K Buy
2,403
+3
+0.1% +$497 0.09% 194
2025
Q2 		$368K Sell
2,400
-53
-2% -$7.59K 0.08% 204
2025
Q1 		$341K Sell
2,453
-29
-1% -$4.5K 0.08% 196
2024
Q4 		$385K Sell
2,482
-14
-0.6% -$2.12K 0.09% 170
2024
Q3 		$306K Sell
2,496
-110
-4% -$12.8K 0.08% 210
2024
Q2 		$322K Buy
2,606
+54
+2% +$6.67K 0.09% 182
2024
Q1 		$329K Buy
2,552
+85
+3% +$9.9K 0.09% 189
2023
Q4 		$276K Buy
2,467
+149
+6% +$15.3K 0.09% 206
2023
Q3 		$234K Buy
2,318
+361
+18% +$38.2K 0.09% 213
2023
Q2 		$204K Buy
+1,957
New +$182K 0.08% 247

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Drive Wealth Management reduced its Raymond James Financial (RJF) stake by 2.2% in Q2 2026, selling an estimated $8.2K and leaving 2,348 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #265.

Drive Wealth Management first reported a position in RJF in Q2 2023 and has held it in 13 quarters since. The position peaked at $415K in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Drive Wealth Management held 2,348 shares of Raymond James Financial worth $357K as of Q2 2026.
  • Drive Wealth Management sold 54 Raymond James Financial shares in Q2 2026, an estimated $8.2K.
  • Raymond James Financial made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Drive Wealth Management first reported a position in Raymond James Financial in Q2 2023 and has held it in 13 quarters since.
  • Drive Wealth Management's Raymond James Financial position peaked at $415K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.