DAS
RJF icon

Dynamic Advisor Solutions’s Raymond James Financial RJF Stock Holding History

Dynamic Advisor Solutions’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 		$279K Sell
1,835
-14
-0.8% -$2.13K 0.01% 888
2026
Q1 		$268K Sell
1,849
-14
-0.8% -$2.22K 0.01% 841
2025
Q4 		$299K Sell
1,863
-22
-1% -$3.55K 0.01% 785
2025
Q3 		$325K Buy
1,885
+33
+2% +$5.47K 0.01% 752
2025
Q2 		$284K Sell
1,852
-205
-10% -$29.4K 0.01% 763
2025
Q1 		$286K Buy
2,057
+229
+13% +$35.5K 0.01% 723
2024
Q4 		$284K Sell
1,828
-688
-27% -$104K 0.01% 548
2024
Q3 		$308K Sell
2,516
-30
-1% -$3.5K 0.01% 741
2024
Q2 		$315K Sell
2,546
-176
-6% -$21.7K 0.01% 751
2024
Q1 		$350K Buy
2,722
+43
+2% +$5.01K 0.01% 706
2023
Q4 		$300K Buy
2,679
+237
+10% +$24.4K 0.01% 716
2023
Q3 		$245K Buy
+2,442
New +$258K 0.01% 717

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

Dynamic Advisor Solutions's RJF Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Raymond James Financial (RJF) stake by 0.76% in Q2 2026, selling an estimated $2.13K and leaving 1,835 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #888.

Dynamic Advisor Solutions first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $350K in Q1 2024. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Dynamic Advisor Solutions held 1,835 shares of Raymond James Financial worth $279K as of Q2 2026.
  • Dynamic Advisor Solutions sold 14 Raymond James Financial shares in Q2 2026, an estimated $2.13K.
  • Raymond James Financial made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #888 holding.
  • Dynamic Advisor Solutions first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • Dynamic Advisor Solutions's Raymond James Financial position peaked at $350K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.