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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

FORM Wealth Advisors increased its Raymond James Financial (RJF) stake by 0.36% in Q2 2026, buying an estimated $1.52K and bringing the position to 2,772 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #39.

FORM Wealth Advisors first reported a position in RJF in Q1 2025 and has held it in 5 quarters since. The position peaked at $442K in Q4 2025. 175 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • FORM Wealth Advisors held 2,772 shares of Raymond James Financial worth $421K as of Q2 2026.
  • FORM Wealth Advisors bought 10 Raymond James Financial shares in Q2 2026, an estimated $1.52K.
  • Raymond James Financial made up 0.05% of FORM Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • FORM Wealth Advisors first reported a position in Raymond James Financial in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's Raymond James Financial position peaked at $442K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.