J.W. Cole Advisors’s Raymond James Financial RJF Stock Holding History

J.W. Cole 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	$561K	Buy	+3,690	New	+$560K	0.01%	967
2026 Q1	–	Sell	-3,572	Closed	-$549K	–	1330
2025 Q4	$549K	Sell	3,572 -1,686	-32%	-$272K	0.01%	859
2025 Q3	$908K	Sell	5,258 -6	-0.1%	-$994	0.02%	755
2025 Q2	$807K	Buy	5,264 +1,940	+58%	+$278K	0.02%	744
2025 Q1	$462K	Buy	3,324 +35	+1%	+$5.43K	0.01%	789
2024 Q4	$511K	Buy	+3,289	New	+$497K	0.02%	594

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

J.W. Cole Advisors's RJF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Raymond James Financial (RJF) in Q2 2026: 3,690 shares worth $561K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in RJF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $908K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

J.W. Cole Advisors held 3,690 shares of Raymond James Financial worth $561K as of Q2 2026.
Raymond James Financial was a new J.W. Cole Advisors position in Q2 2026.
Raymond James Financial made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #967 holding.
J.W. Cole Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
J.W. Cole Advisors's Raymond James Financial position peaked at $908K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.