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Independent Advisor Alliance’s Raymond James Financial RJF Stock Holding History

Independent Advisor Alliance’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 		– Sell
-1,283
Closed -$206K – 1651
2025
Q4 		$206K Buy
+1,283
New +$207K 0.01% 931
2019
Q2 		– Sell
-99,011
Closed -$5.31M – 463
2019
Q1 		$5.31M Buy
+99,011
New +$5.3M 0.75% 32

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Independent Advisor Alliance's RJF Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,283 shares — an estimated $206K sold.

Independent Advisor Alliance first reported a position in RJF in Q1 2019 and held it in 2 quarters. The position peaked at $5.31M in Q1 2019. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,283 Raymond James Financial shares in Q1 2026, an estimated $206K.
  • Independent Advisor Alliance first reported a position in Raymond James Financial in Q1 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Raymond James Financial position peaked at $5.31M in Q1 2019.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.