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Intellus Advisors’s Raymond James Financial RJF Stock Holding History

Intellus Advisors’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 		$1.19M Sell
7,830
-7,165
-48% -$1.09M 0.14% 48
2026
Q1 		$2.17M Buy
14,995
+1,002
+7% +$159K 0.3% 36
2025
Q4 		$2.25M Buy
13,993
+2,192
+19% +$354K 0.3% 35
2025
Q3 		$2.04M Buy
11,801
+4,902
+71% +$812K 0.28% 35
2025
Q2 		$1.06M Buy
6,899
+1,518
+28% +$217K 0.16% 49
2025
Q1 		$747K Sell
5,381
-199
-4% -$30.9K 0.13% 56
2024
Q4 		$867K Buy
+5,580
New +$843K 0.15% 53

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

Intellus Advisors's RJF Position: Q2 2026 in Review

Intellus Advisors reduced its Raymond James Financial (RJF) stake by 48% in Q2 2026, selling an estimated $1.09M and leaving 7,830 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #48.

Intellus Advisors first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Intellus Advisors held 7,830 shares of Raymond James Financial worth $1.19M as of Q2 2026.
  • Intellus Advisors sold 7,165 Raymond James Financial shares in Q2 2026, an estimated $1.09M.
  • Raymond James Financial made up 0.14% of Intellus Advisors's portfolio in Q2 2026, its #48 holding.
  • Intellus Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Raymond James Financial position peaked at $2.25M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.