IWC
RJF icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts's RJF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Raymond James Financial (RJF) in Q1 2026: 2,283 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #1796 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in RJF as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in RJF in Q2 2023 and has held it in 7 quarters since. The position peaked at $686K in Q2 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Integrated Wealth Concepts held 2,283 shares of Raymond James Financial worth $331K as of Q1 2026.
  • Raymond James Financial was a new Integrated Wealth Concepts position in Q1 2026.
  • Raymond James Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1796 holding.
  • Integrated Wealth Concepts first reported a position in Raymond James Financial in Q2 2023 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Raymond James Financial position peaked at $686K in Q2 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.