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 Q2	$2M	Hold	13,186	–	–	0.07%	59
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Heritage Wealth Advisors's RJF Position: Q2 2026 in Review

Heritage Wealth Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 13,186 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #59.

Heritage Wealth Advisors first reported a position in RJF in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.32M in Q3 2025. 900 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Heritage Wealth Advisors held 13,186 shares of Raymond James Financial worth $2M as of Q2 2026.
Heritage Wealth Advisors left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.07% of Heritage Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Heritage Wealth Advisors first reported a position in Raymond James Financial in Q2 2018 and has held it in 33 quarters since.
Heritage Wealth Advisors's Raymond James Financial position peaked at $2.32M in Q3 2025.
900 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.