Gradient Investments’s Raymond James Financial RJF Stock Holding History

Gradient Investments’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	$1.62M	Buy	10,261 +121	+1%	+$20.8K	0.02%	280
2026 Q2	$1.54M	Sell	10,140 -14,811	-59%	-$2.25M	0.02%	291
2026 Q1	$3.61M	Buy	+24,951	New	+$3.96M	0.06%	211
2024 Q1	–	Sell	-9	Closed	-$1K	–	1708
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	1420
2023 Q3	$904	Buy	9 +4	+80%	+$423	﹤0.01%	1407
2023 Q2	$519	Buy	+5	New	+$464	﹤0.01%	1525
2020 Q1	–	Sell	-6	Closed	–	–	1213
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1203
2019 Q3	$0	Buy	+6	New	+$326	﹤0.01%	1207
2018 Q2	–	Sell	-8	Closed	–	–	1115
2018 Q1	$0	Hold	8	–	–	﹤0.01%	1134
2017 Q4	$0	Buy	+8	New	+$461	﹤0.01%	1071
2014 Q1	–	Sell	-348	Closed	-$12K	–	608
2013 Q4	$12K	Buy	+348	New	+$10.8K	﹤0.01%	368

Other funds holding RJF

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Gradient Investments's RJF Position: Q3 2026 in Review

Gradient Investments increased its Raymond James Financial (RJF) stake by 1.2% in Q3 2026, buying an estimated $20.8K and bringing the position to 10,261 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #280.

Gradient Investments first reported a position in RJF in Q4 2013 and has held it in 11 quarters since. The position peaked at $3.61M in Q1 2026. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Gradient Investments held 10,261 shares of Raymond James Financial worth $1.62M as of Q3 2026.
Gradient Investments bought 121 Raymond James Financial shares in Q3 2026, an estimated $20.8K.
Raymond James Financial made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #280 holding.
Gradient Investments first reported a position in Raymond James Financial in Q4 2013 and has held it in 11 quarters since.
Gradient Investments's Raymond James Financial position peaked at $3.61M in Q1 2026.
36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.