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

EverSource 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 		$130K Sell
856
-599
-41% -$90.9K ﹤0.01% 1237
2026
Q1 		$211K Buy
1,455
+113
+8% +$17.9K 0.01% 1022
2025
Q4 		$215K Buy
1,342
+39
+3% +$6.3K 0.01% 910
2025
Q3 		$225K Buy
1,303
+119
+10% +$19.7K 0.01% 846
2025
Q2 		$182K Buy
1,184
+685
+137% +$98.1K 0.01% 900
2025
Q1 		$69.3K Buy
499
+137
+38% +$21.3K ﹤0.01% 1076
2024
Q4 		$56.2K Buy
362
+16
+5% +$2.42K ﹤0.01% 1138
2024
Q3 		$42.3K Buy
346
+98
+40% +$11.4K ﹤0.01% 1134
2024
Q2 		$28.7K Sell
248
-323
-57% -$39.9K ﹤0.01% 1336
2024
Q1 		$69.6K Buy
571
+11
+2% +$1.28K 0.01% 850
2023
Q4 		$62.4K Buy
560
+60
+12% +$6.18K 0.01% 813
2023
Q3 		$50.2K Sell
500
-446
-47% -$47.2K 0.01% 804
2023
Q2 		$98.2K Buy
946
+90
+11% +$8.36K 0.01% 587
2023
Q1 		$79.9K Sell
856
-60
-7% -$6.36K 0.01% 624
2022
Q4 		$97.9K Sell
916
-150
-14% -$16.8K 0.01% 517
2022
Q3 		$106K Buy
1,066
+154
+17% +$15.6K 0.02% 416
2022
Q2 		$82K Sell
912
-165
-15% -$16.2K 0.02% 434
2022
Q1 		$118K Buy
1,077
+34
+3% +$3.6K 0.03% 310
2021
Q4 		$105K Buy
+1,043
New +$103K 0.03% 305

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

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

EverSource Wealth Advisors reduced its Raymond James Financial (RJF) stake by 41% in Q2 2026, selling an estimated $90.9K and leaving 856 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

EverSource Wealth Advisors first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $225K in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • EverSource Wealth Advisors held 856 shares of Raymond James Financial worth $130K as of Q2 2026.
  • EverSource Wealth Advisors sold 599 Raymond James Financial shares in Q2 2026, an estimated $90.9K.
  • Raymond James Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1237 holding.
  • EverSource Wealth Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Raymond James Financial position peaked at $225K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.