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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Intellus Advisors's RJF Position: Q1 2026 in Review

Intellus Advisors increased its Raymond James Financial (RJF) stake by 7.2% in Q1 2026, buying an estimated $159K and bringing the position to 14,995 shares worth $2.17M. The position accounts for 0.3% of the portfolio, ranked #36.

Intellus Advisors first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Intellus Advisors held 14,995 shares of Raymond James Financial worth $2.17M as of Q1 2026.
Intellus Advisors bought 1,002 Raymond James Financial shares in Q1 2026, an estimated $159K.
Raymond James Financial made up 0.3% of Intellus Advisors's portfolio in Q1 2026, its #36 holding.
Intellus Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
Intellus Advisors's Raymond James Financial position peaked at $2.25M in Q4 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.