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

FORM 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 Q3	$439K	Buy	2,781 +9	+0.3%	+$1.54K	0.05%	38
2026 Q2	$421K	Buy	2,772 +10	+0.4%	+$1.52K	0.05%	39
2026 Q1	$400K	Buy	2,762 +8	+0.3%	+$1.27K	0.05%	41
2025 Q4	$442K	Buy	+2,754	New	+$445K	0.05%	37
2025 Q2	$420K	Buy	2,737 +10	+0.4%	+$1.43K	0.05%	38
2025 Q1	$379K	Buy	+2,727	New	+$423K	0.05%	37

Other funds holding RJF

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FORM Wealth Advisors's RJF Position: Q3 2026 in Review

FORM Wealth Advisors increased its Raymond James Financial (RJF) stake by 0.32% in Q3 2026, buying an estimated $1.54K and bringing the position to 2,781 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #38.

FORM Wealth Advisors first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $442K in Q4 2025. 187 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

FORM Wealth Advisors held 2,781 shares of Raymond James Financial worth $439K as of Q3 2026.
FORM Wealth Advisors bought 9 Raymond James Financial shares in Q3 2026, an estimated $1.54K.
Raymond James Financial made up 0.05% of FORM Wealth Advisors's portfolio in Q3 2026, its #38 holding.
FORM Wealth Advisors first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Raymond James Financial position peaked at $442K in Q4 2025.
187 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.