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 Q3	$289K	Sell	1,827 -8	-0.4%	-$1.37K	0.01%	844
2026 Q2	$279K	Sell	1,835 -14	-0.8%	-$2.12K	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

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Dynamic Advisor Solutions's RJF Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Raymond James Financial (RJF) stake by 0.44% in Q3 2026, selling an estimated $1.37K and leaving 1,827 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #844.

Dynamic Advisor Solutions first reported a position in RJF in Q3 2023 and has held it in 13 quarters since. The position peaked at $350K in Q1 2024. 145 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Dynamic Advisor Solutions held 1,827 shares of Raymond James Financial worth $289K as of Q3 2026.
Dynamic Advisor Solutions sold 8 Raymond James Financial shares in Q3 2026, an estimated $1.37K.
Raymond James Financial made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #844 holding.
Dynamic Advisor Solutions first reported a position in Raymond James Financial in Q3 2023 and has held it in 13 quarters since.
Dynamic Advisor Solutions's Raymond James Financial position peaked at $350K in Q1 2024.
145 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.