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Integrated Wealth Concepts’s Raymond James Financial RJF Stock Holding History

Integrated Wealth Concepts’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 		$338K Sell
2,221
-62
-3% -$9.41K ﹤0.01% 1904
2026
Q1 		$331K Buy
+2,283
New +$362K ﹤0.01% 1796
2025
Q3 		– Sell
-4,476
Closed -$686K – 2082
2025
Q2 		$686K Buy
+4,476
New +$641K 0.01% 1111
2024
Q3 		– Sell
-2,237
Closed -$277K – 1729
2024
Q2 		$277K Buy
2,237
+51
+2% +$6.29K ﹤0.01% 1357
2024
Q1 		$281K Buy
2,186
+136
+7% +$15.8K ﹤0.01% 1353
2023
Q4 		$229K Buy
2,050
+17
+0.8% +$1.75K ﹤0.01% 1402
2023
Q3 		$204K Sell
2,033
-259
-11% -$27.4K ﹤0.01% 1406
2023
Q2 		$238K Buy
+2,292
New +$213K ﹤0.01% 1340

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

Integrated Wealth Concepts's RJF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Raymond James Financial (RJF) stake by 2.7% in Q2 2026, selling an estimated $9.41K and leaving 2,221 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Integrated Wealth Concepts first reported a position in RJF in Q2 2023 and has held it in 8 quarters since. The position peaked at $686K in Q2 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Integrated Wealth Concepts held 2,221 shares of Raymond James Financial worth $338K as of Q2 2026.
  • Integrated Wealth Concepts sold 62 Raymond James Financial shares in Q2 2026, an estimated $9.41K.
  • Raymond James Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1904 holding.
  • Integrated Wealth Concepts first reported a position in Raymond James Financial in Q2 2023 and has held it in 8 quarters since.
  • Integrated Wealth Concepts's Raymond James Financial position peaked at $686K in Q2 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.