Jackson Grant Investment Advisers’s Raymond James Financial RJF Stock Holding History

Jackson Grant Investment Advisers’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	$2.74K	Hold	18	–	–	﹤0.01%	384
2026 Q1	$2.61K	Hold	18	–	–	﹤0.01%	376
2025 Q4	$2.89K	Hold	18	–	–	﹤0.01%	374
2025 Q3	$3.11K	Hold	18	–	–	﹤0.01%	378
2025 Q2	$2.76K	Hold	18	–	–	﹤0.01%	351
2025 Q1	$2.5K	Hold	18	–	–	﹤0.01%	351
2024 Q4	$2.8K	Hold	18	–	–	﹤0.01%	357
2024 Q3	$2.2K	Hold	18	–	–	﹤0.01%	373
2024 Q2	$2.23K	Hold	18	–	–	﹤0.01%	365
2024 Q1	$2.31K	Hold	18	–	–	﹤0.01%	354
2023 Q4	$2.01K	Hold	18	–	–	﹤0.01%	353
2023 Q3	$1.81K	Hold	18	–	–	﹤0.01%	354
2023 Q2	$1.87K	Sell	18 -256	-93%	-$23.8K	﹤0.01%	371
2023 Q1	$25.6K	Buy	274 +18	+7%	+$1.91K	0.01%	238
2022 Q4	$27.4K	Hold	256	–	–	0.01%	235
2022 Q3	$25K	Hold	256	–	–	0.01%	241
2022 Q2	$23K	Hold	256	–	–	0.01%	254
2022 Q1	$28K	Hold	256	–	–	0.01%	256
2021 Q4	$26K	Hold	256	–	–	0.01%	221
2021 Q3	$24K	Sell	256 -1	-0.4%	-$90	0.01%	270
2021 Q2	$22K	Hold	257	–	–	0.01%	285
2021 Q1	$21K	Hold	257	–	–	0.01%	284
2020 Q4	$16K	Buy	+257	New	+$14.7K	0.01%	282

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

Jackson Grant Investment Advisers's RJF Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Raymond James Financial (RJF) position steady in Q2 2026 at 18 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Jackson Grant Investment Advisers first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $28K in Q1 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Jackson Grant Investment Advisers held 18 shares of Raymond James Financial worth $2.74K as of Q2 2026.
Jackson Grant Investment Advisers left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #384 holding.
Jackson Grant Investment Advisers first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
Jackson Grant Investment Advisers's Raymond James Financial position peaked at $28K in Q1 2022.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.