IFG Advisory’s Raymond James Financial RJF Stock Holding History

IFG Advisory’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	$763	Buy	+5	New	+$759	﹤0.01%	2213
2022 Q4	–	Sell	-3,282	Closed	-$324K	–	529
2022 Q3	$324K	Sell	3,282 -1,006	-23%	-$102K	0.03%	394
2022 Q2	$383K	Hold	4,288	–	–	0.04%	331
2022 Q1	$471K	Sell	4,288 -614	-13%	-$65K	0.05%	315
2021 Q4	$492K	Hold	4,902	–	–	0.05%	304
2021 Q3	$452K	Sell	4,902 -192	-4%	-$17.2K	0.05%	314
2021 Q2	$441K	Sell	5,094 -188	-4%	-$16.4K	0.05%	318
2021 Q1	$431K	Sell	5,282 -30	-0.6%	-$2.24K	0.05%	328
2020 Q4	$338K	Hold	5,312	–	–	0.05%	331
2020 Q3	$257K	Hold	5,312	–	–	0.04%	349
2020 Q2	$243K	Sell	5,312 -672	-11%	-$30.3K	0.04%	343
2020 Q1	$252K	Sell	5,984 -486	-8%	-$27.4K	0.06%	302
2019 Q4	$385K	Hold	6,470	–	–	0.07%	273
2019 Q3	$355K	Buy	6,470 +36	+0.6%	+$1.96K	0.07%	276
2019 Q2	$362K	Hold	6,434	–	–	0.06%	247
2019 Q1	$344K	Buy	+6,434	New	+$345K	0.07%	248

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

IFG Advisory's RJF Position: Q2 2026 in Review

IFG Advisory opened a new position in Raymond James Financial (RJF) in Q2 2026: 5 shares worth $763. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings. This is a return to the name: IFG Advisory previously reported a position in RJF as recently as Q3 2022.

IFG Advisory first reported a position in RJF in Q1 2019 and has held it in 16 quarters since. The position peaked at $492K in Q4 2021. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

IFG Advisory held 5 shares of Raymond James Financial worth $763 as of Q2 2026.
Raymond James Financial was a new IFG Advisory position in Q2 2026.
Raymond James Financial made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2213 holding.
IFG Advisory first reported a position in Raymond James Financial in Q1 2019 and has held it in 16 quarters since.
IFG Advisory's Raymond James Financial position peaked at $492K in Q4 2021.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.