Envestnet Portfolio Solutions
RJF icon

Envestnet Portfolio Solutions’s Raymond James Financial RJF Stock Holding History

Envestnet Portfolio 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 		$1.43M Sell
9,430
-3,471
-27% -$527K 0.01% 575
2026
Q1 		$1.87M Sell
12,901
-687
-5% -$109K 0.01% 476
2025
Q4 		$2.18M Sell
13,588
-659
-5% -$106K 0.01% 524
2025
Q3 		$2.46M Sell
14,247
-1,352
-9% -$224K 0.01% 486
2025
Q2 		$2.39M Sell
15,599
-1,510
-9% -$216K 0.01% 512
2025
Q1 		$2.38M Sell
17,109
-6,259
-27% -$972K 0.01% 536
2024
Q4 		$3.63M Sell
23,368
-69
-0.3% -$10.4K 0.01% 477
2024
Q3 		$2.87M Sell
23,437
-3,252
-12% -$380K 0.01% 555
2024
Q2 		$3.3M Buy
26,689
+514
+2% +$63.4K 0.01% 479
2024
Q1 		$3.36M Buy
26,175
+953
+4% +$111K 0.01% 489
2023
Q4 		$2.81M Sell
25,222
-1,189
-5% -$122K 0.01% 503
2023
Q3 		$2.65M Buy
+26,411
New +$2.79M 0.01% 468

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

Envestnet Portfolio Solutions's RJF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Raymond James Financial (RJF) stake by 27% in Q2 2026, selling an estimated $527K and leaving 9,430 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #575.

Envestnet Portfolio Solutions first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.63M in Q4 2024. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,430 shares of Raymond James Financial worth $1.43M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 3,471 Raymond James Financial shares in Q2 2026, an estimated $527K.
  • Raymond James Financial made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #575 holding.
  • Envestnet Portfolio Solutions first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Raymond James Financial position peaked at $3.63M in Q4 2024.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.