Essential Partners’s Raymond James Financial RJF Stock Holding History

Essential 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	$23.4K	Hold	148	–	–	0.01%	855
2026 Q2	$22.5K	Buy	148 +139	+1,544%	+$21.1K	0.01%	855
2026 Q1	$1.3K	Sell	9 -209	-96%	-$33.1K	﹤0.01%	2156
2025 Q4	$35K	Buy	218 +47	+27%	+$7.59K	0.01%	712
2025 Q3	$29.5K	Buy	171 +19	+13%	+$3.15K	0.01%	759
2025 Q2	$23.3K	Buy	+152	New	+$21.8K	0.01%	633

Other funds holding RJF

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Essential Partners's RJF Position: Q3 2026 in Review

Essential Partners held its Raymond James Financial (RJF) position steady in Q3 2026 at 148 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #855.

Essential Partners first reported a position in RJF in Q2 2025 and has held it in 6 quarters since. The position peaked at $35K in Q4 2025. 93 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Essential Partners held 148 shares of Raymond James Financial worth $23.4K as of Q3 2026.
Essential Partners left its Raymond James Financial share count unchanged in Q3 2026.
Raymond James Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #855 holding.
Essential Partners first reported a position in Raymond James Financial in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Raymond James Financial position peaked at $35K in Q4 2025.
93 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.