High Net Worth Advisory Group’s Raymond James Financial RJF Stock Holding History

High Net Worth Advisory Group’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	$2.13M	Sell	14,009 -256	-2%	-$38.9K	0.45%	56
2026 Q1	$2.07M	Buy	14,265 +302	+2%	+$47.9K	0.48%	54
2025 Q4	$2.24M	Buy	13,963 +227	+2%	+$36.7K	0.52%	50
2025 Q3	$2.37M	Sell	13,736 -398	-3%	-$66K	0.57%	46
2025 Q2	$2.17M	Sell	14,134 -364	-3%	-$52.1K	0.57%	46
2025 Q1	$2.01M	Sell	14,498 -100	-0.7%	-$15.5K	0.57%	45
2024 Q4	$2.27M	Buy	14,598 +366	+3%	+$55.3K	0.63%	42
2024 Q3	$1.74M	Sell	14,232 -300	-2%	-$35K	0.48%	54
2024 Q2	$1.8M	Sell	14,532 -99	-0.7%	-$12.2K	0.54%	47
2024 Q1	$1.88M	Hold	14,631	–	–	0.59%	42
2023 Q4	$1.63M	Hold	14,631	–	–	0.61%	41
2023 Q3	$1.47M	Hold	14,631	–	–	0.59%	47
2023 Q2	$1.52M	Hold	14,631	–	–	0.59%	45
2023 Q1	$1.36M	Hold	14,631	–	–	0.56%	52
2022 Q4	$1.56M	Hold	14,631	–	–	0.61%	44
2022 Q3	$1.45M	Hold	14,631	–	–	0.62%	43
2022 Q2	$1.31M	Buy	14,631 +761	+5%	+$74.6K	0.54%	50
2022 Q1	$1.52M	Buy	13,870 +208	+2%	+$22K	0.55%	47
2021 Q4	$1.37M	Buy	+13,662	New	+$1.35M	0.48%	54

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

High Net Worth Advisory Group's RJF Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Raymond James Financial (RJF) stake by 1.8% in Q2 2026, selling an estimated $38.9K and leaving 14,009 shares worth $2.13M. The position accounts for 0.45% of the portfolio, ranked #56.

High Net Worth Advisory Group first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

High Net Worth Advisory Group held 14,009 shares of Raymond James Financial worth $2.13M as of Q2 2026.
High Net Worth Advisory Group sold 256 Raymond James Financial shares in Q2 2026, an estimated $38.9K.
Raymond James Financial made up 0.45% of High Net Worth Advisory Group's portfolio in Q2 2026, its #56 holding.
High Net Worth Advisory Group first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Raymond James Financial position peaked at $2.37M in Q3 2025.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.