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

Focus Partners Wealth’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 Q1	$3.95M	Sell	27,308 -3,893	-12%	-$617K	﹤0.01%	1023
2025 Q4	$5.01M	Buy	31,201 +5,740	+23%	+$927K	0.01%	938
2025 Q3	$4.39M	Sell	25,461 -1,566	-6%	-$259K	0.01%	783
2025 Q2	$4.15M	Buy	27,027 +883	+3%	+$126K	0.01%	732
2025 Q1	$3.63M	Buy	26,144 +923	+4%	+$143K	0.01%	717
2024 Q4	$3.92M	Buy	25,221 +23,070	+1,073%	+$3.48M	0.01%	680
2024 Q3	$263K	Buy	+2,151	New	+$251K	﹤0.01%	1371

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth's RJF Position: Q1 2026 in Review

Focus Partners Wealth reduced its Raymond James Financial (RJF) stake by 12% in Q1 2026, selling an estimated $617K and leaving 27,308 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Focus Partners Wealth first reported a position in RJF in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Focus Partners Wealth held 27,308 shares of Raymond James Financial worth $3.95M as of Q1 2026.
Focus Partners Wealth sold 3,893 Raymond James Financial shares in Q1 2026, an estimated $617K.
Raymond James Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1023 holding.
Focus Partners Wealth first reported a position in Raymond James Financial in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Raymond James Financial position peaked at $5.01M in Q4 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.