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Golden Road Advisors’s Raymond James Financial RJF Stock Holding History

Golden Road 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 		$1.51M Sell
9,917
-144
-1% -$21.9K 0.73% 13
2026
Q1 		$1.46M Buy
+10,061
New +$1.6M 0.84% 12
2025
Q4 		– Sell
-8,248
Closed -$1.42M – 53
2025
Q3 		$1.42M Sell
8,248
-1,374
-14% -$228K 0.82% 13
2025
Q2 		$1.48M Buy
+9,622
New +$1.38M 0.98% 12

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 $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Golden Road Advisors's RJF Position: Q2 2026 in Review

Golden Road Advisors reduced its Raymond James Financial (RJF) stake by 1.4% in Q2 2026, selling an estimated $21.9K and leaving 9,917 shares worth $1.51M. The position accounts for 0.73% of the portfolio, ranked #13.

Golden Road Advisors first reported a position in RJF in Q2 2025 and has held it in 4 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Golden Road Advisors held 9,917 shares of Raymond James Financial worth $1.51M as of Q2 2026.
  • Golden Road Advisors sold 144 Raymond James Financial shares in Q2 2026, an estimated $21.9K.
  • Raymond James Financial made up 0.73% of Golden Road Advisors's portfolio in Q2 2026, its #13 holding.
  • Golden Road Advisors first reported a position in Raymond James Financial in Q2 2025 and has held it in 4 quarters since.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.