Grove Bank & Trust’s Raymond James Financial RJF Stock Holding History

Grove Bank & Trust’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	$474	Hold	3	–	–	﹤0.01%	903
2026 Q2	$456	Hold	3	–	–	﹤0.01%	861
2026 Q1	$434	Hold	3	–	–	﹤0.01%	835
2025 Q4	$482	Hold	3	–	–	﹤0.01%	838
2025 Q3	$518	Hold	3	–	–	﹤0.01%	819
2025 Q2	$460	Buy	+3	New	+$430	﹤0.01%	838
2023 Q2	–	Sell	-28	Closed	-$2.61K	–	718
2023 Q1	$2.61K	Buy	28 +18	+180%	+$1.91K	﹤0.01%	625
2022 Q4	$1K	Buy	+10	New	+$1.12K	﹤0.01%	625

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Grove Bank & Trust's RJF Position: Q3 2026 in Review

Grove Bank & Trust held its Raymond James Financial (RJF) position steady in Q3 2026 at 3 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Grove Bank & Trust first reported a position in RJF in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.61K in Q1 2023. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Grove Bank & Trust held 3 shares of Raymond James Financial worth $474 as of Q3 2026.
Grove Bank & Trust left its Raymond James Financial share count unchanged in Q3 2026.
Raymond James Financial made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #903 holding.
Grove Bank & Trust first reported a position in Raymond James Financial in Q4 2022 and has held it in 8 quarters since.
Grove Bank & Trust's Raymond James Financial position peaked at $2.61K in Q1 2023.
36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.