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Elevation Wealth Partners’s Raymond James Financial RJF Stock Holding History

Elevation Wealth Partners’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 		$30.5K Buy
193
+160
+485% +$27.4K 0.01% 536
2026
Q2 		$5.02K Buy
33
+24
+267% +$3.64K ﹤0.01% 1016
2026
Q1 		$1.3K Buy
9
+1
+13% +$159 ﹤0.01% 971
2025
Q4 		$1.28K Sell
8
-3
-27% -$484 ﹤0.01% 837
2025
Q3 		$1.9K Buy
+11
New +$1.82K ﹤0.01% 656

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Elevation Wealth Partners's RJF Position: Q3 2026 in Review

Elevation Wealth Partners increased its Raymond James Financial (RJF) stake by 485% in Q3 2026, buying an estimated $27.4K and bringing the position to 193 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #536.

Elevation Wealth Partners first reported a position in RJF in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Elevation Wealth Partners held 193 shares of Raymond James Financial worth $30.5K as of Q3 2026.
  • Elevation Wealth Partners bought 160 Raymond James Financial shares in Q3 2026, an estimated $27.4K.
  • Raymond James Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #536 holding.
  • Elevation Wealth Partners first reported a position in Raymond James Financial in Q3 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.