Fortitude Family Office’s Raymond James Financial RJF Stock Holding History

Fortitude Family Office’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	$30.5K	Buy	193 +28	+17%	+$4.8K	0.01%	645
2026 Q2	$25.1K	Buy	165 +8	+5%	+$1.21K	﹤0.01%	467
2026 Q1	$22.7K	Buy	157 +29	+23%	+$4.6K	0.01%	402
2025 Q4	$20.6K	Buy	128 +1	+0.8%	+$161	﹤0.01%	397
2025 Q3	$21.9K	Hold	127	–	–	0.01%	374
2025 Q2	$19.5K	Buy	127 +24	+23%	+$3.44K	0.01%	383
2025 Q1	$14.3K	Hold	103	–	–	0.01%	466
2024 Q4	$16K	Hold	103	–	–	0.01%	507
2024 Q3	$12.6K	Hold	103	–	–	0.01%	520
2024 Q2	$12.7K	Hold	103	–	–	0.01%	373
2024 Q1	$13.2K	Hold	103	–	–	0.01%	339
2023 Q4	$11.5K	Buy	+103	New	+$10.6K	0.01%	386

Other funds holding RJF

CAM

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

MSV

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

GIA

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

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Fortitude Family Office's RJF Position: Q3 2026 in Review

Fortitude Family Office increased its Raymond James Financial (RJF) stake by 17% in Q3 2026, buying an estimated $4.8K and bringing the position to 193 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #645.

Fortitude Family Office first reported a position in RJF in Q4 2023 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Fortitude Family Office held 193 shares of Raymond James Financial worth $30.5K as of Q3 2026.
Fortitude Family Office bought 28 Raymond James Financial shares in Q3 2026, an estimated $4.8K.
Raymond James Financial made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #645 holding.
Fortitude Family Office first reported a position in Raymond James Financial in Q4 2023 and has held it in 12 quarters since.
69 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.