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GoalVest Advisory’s Raymond James Financial RJF Stock Holding History

GoalVest Advisory’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 		$8.38K Buy
+53
New +$9.09K ﹤0.01% 477

Other funds holding RJF

AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's RJF Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Raymond James Financial (RJF) in Q3 2026: 53 shares worth $8.38K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings.

7 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • GoalVest Advisory held 53 shares of Raymond James Financial worth $8.38K as of Q3 2026.
  • Raymond James Financial was a new GoalVest Advisory position in Q3 2026.
  • Raymond James Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #477 holding.
  • 7 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.