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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
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
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return