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BFC Planning, Inc.’s Raymond James Financial RJF Stock Holding History

BFC Planning, Inc.’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 		$27.2K Sell
179
-7
-4% -$1.06K ﹤0.01% 1859
2026
Q1 		$27K Buy
186
+5
+3% +$793 ﹤0.01% 1581
2025
Q4 		$29.1K Hold
181
– – ﹤0.01% 1583
2025
Q3 		$31.2K Sell
181
-51
-22% -$8.45K ﹤0.01% 1376
2025
Q2 		$35.5K Sell
232
-4
-2% -$573 ﹤0.01% 1261
2025
Q1 		$32.8K Buy
236
+51
+28% +$7.92K ﹤0.01% 1264
2024
Q4 		$28.7K Buy
+185
New +$27.9K ﹤0.01% 1320

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 $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

BFC Planning, Inc.'s RJF Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Raymond James Financial (RJF) stake by 3.8% in Q2 2026, selling an estimated $1.06K and leaving 179 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

BFC Planning, Inc. first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.5K in Q2 2025. 906 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • BFC Planning, Inc. held 179 shares of Raymond James Financial worth $27.2K as of Q2 2026.
  • BFC Planning, Inc. sold 7 Raymond James Financial shares in Q2 2026, an estimated $1.06K.
  • Raymond James Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1859 holding.
  • BFC Planning, Inc. first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Raymond James Financial position peaked at $35.5K in Q2 2025.
  • 906 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.