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Heritage Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Heritage Wealth 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
Q1 		$1.91M Hold
13,186
– – 0.07% 55
2025
Q4 		$2.12M Sell
13,186
-230
-2% -$37.1K 0.08% 64
2025
Q3 		$2.32M Hold
13,416
– – 0.1% 54
2025
Q2 		$2.06M Hold
13,416
– – 0.1% 58
2025
Q1 		$1.86M Hold
13,416
– – 0.09% 58
2024
Q4 		$2.08M Sell
13,416
-176
-1% -$26.6K 0.1% 56
2024
Q3 		$1.66M Hold
13,592
– – 0.08% 65
2024
Q2 		$1.68M Sell
13,592
-44
-0.3% -$5.43K 0.08% 62
2024
Q1 		$1.75M Hold
13,636
– – 0.08% 63
2023
Q4 		$1.52M Sell
13,636
-224
-2% -$23.1K 0.08% 65
2023
Q3 		$1.39M Hold
13,860
– – 0.08% 63
2023
Q2 		$1.44M Hold
13,860
– – 0.08% 63
2023
Q1 		$1.29M Hold
13,860
– – 0.07% 66
2022
Q4 		$1.48M Sell
13,860
-243
-2% -$27.3K 0.09% 64
2022
Q3 		$1.39M Hold
14,103
– – 0.1% 60
2022
Q2 		$1.26M Sell
14,103
-18
-0.1% -$1.76K 0.09% 65
2022
Q1 		$1.55M Hold
14,121
– – 0.09% 62
2021
Q4 		$1.42M Sell
14,121
-202
-1% -$20K 0.08% 72
2021
Q3 		$1.32M Sell
14,323
-1
-0% -$90 0.08% 68
2021
Q2 		$1.24M Sell
14,324
-22
-0.2% -$1.92K 0.08% 73
2021
Q1 		$1.17M Sell
14,346
-81
-0.6% -$6.04K 0.07% 73
2020
Q4 		$920K Sell
14,427
-453
-3% -$25.9K 0.06% 90
2020
Q3 		$722K Hold
14,880
– – 0.09% 76
2020
Q2 		$683K Hold
14,880
– – 0.1% 72
2020
Q1 		$627K Sell
14,880
-45
-0.3% -$2.54K 0.11% 71
2019
Q4 		$890K Sell
14,925
-378
-2% -$21.8K 0.12% 73
2019
Q3 		$841K Hold
15,303
– – 0.12% 73
2019
Q2 		$863K Hold
15,303
– – 0.13% 71
2019
Q1 		$820K Hold
15,303
– – 0.13% 64
2018
Q4 		$759K Hold
15,303
– – 0.15% 63
2018
Q3 		$939K Sell
15,303
-324
-2% -$20K 0.18% 56
2018
Q2 		$931K Buy
+15,627
New +$970K 0.35% 49

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Heritage Wealth Advisors's RJF Position: Q1 2026 in Review

Heritage Wealth Advisors held its Raymond James Financial (RJF) position steady in Q1 2026 at 13,186 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #55.

Heritage Wealth Advisors first reported a position in RJF in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.32M in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Heritage Wealth Advisors held 13,186 shares of Raymond James Financial worth $1.91M as of Q1 2026.
  • Heritage Wealth Advisors left its Raymond James Financial share count unchanged in Q1 2026.
  • Raymond James Financial made up 0.07% of Heritage Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • Heritage Wealth Advisors first reported a position in Raymond James Financial in Q2 2018 and has held it in 32 quarters since.
  • Heritage Wealth Advisors's Raymond James Financial position peaked at $2.32M in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.