EWA
RJF icon

EP Wealth Advisors’s Raymond James Financial RJF Stock Holding History

EP Wealth Advisors’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 		$368K Buy
2,421
+584
+32% +$88.7K ﹤0.01% 1184
2026
Q1 		$266K Sell
1,837
-208
-10% -$33K ﹤0.01% 1236
2025
Q4 		$328K Buy
+2,045
New +$330K ﹤0.01% 1085
2025
Q2 		$302K Buy
1,971
+465
+31% +$66.6K ﹤0.01% 1010
2025
Q1 		$209K Buy
1,506
+78
+5% +$12.1K ﹤0.01% 1110
2024
Q4 		$222K Buy
+1,428
New +$216K ﹤0.01% 1024

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

EP Wealth Advisors's RJF Position: Q2 2026 in Review

EP Wealth Advisors increased its Raymond James Financial (RJF) stake by 32% in Q2 2026, buying an estimated $88.7K and bringing the position to 2,421 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

EP Wealth Advisors first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • EP Wealth Advisors held 2,421 shares of Raymond James Financial worth $368K as of Q2 2026.
  • EP Wealth Advisors bought 584 Raymond James Financial shares in Q2 2026, an estimated $88.7K.
  • Raymond James Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1184 holding.
  • EP Wealth Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.