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Independent Financial Group’s Raymond James Financial RJF Stock Holding History

Independent Financial 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 		$217K Buy
1,426
+33
+2% +$5.01K ﹤0.01% 1433
2026
Q1 		$202K Sell
1,393
-32
-2% -$5.08K ﹤0.01% 1377
2025
Q4 		$229K Sell
1,425
-9
-0.6% -$1.45K 0.01% 1278
2025
Q3 		$248K Buy
1,434
+67
+5% +$11.1K 0.01% 1181
2025
Q2 		$210K Buy
+1,367
New +$196K 0.01% 1205

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 Financial Group's RJF Position: Q2 2026 in Review

Independent Financial Group increased its Raymond James Financial (RJF) stake by 2.4% in Q2 2026, buying an estimated $5.01K and bringing the position to 1,426 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Independent Financial Group first reported a position in RJF in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Independent Financial Group held 1,426 shares of Raymond James Financial worth $217K as of Q2 2026.
  • Independent Financial Group bought 33 Raymond James Financial shares in Q2 2026, an estimated $5.01K.
  • Raymond James Financial made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1433 holding.
  • Independent Financial Group first reported a position in Raymond James Financial in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Raymond James Financial position peaked at $248K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.