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JFS Wealth Advisors’s Raymond James Financial RJF Stock Holding History

JFS Wealth 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 		$50.8K Buy
334
+3
+0.9% +$455 ﹤0.01% 546
2026
Q1 		$48K Sell
331
-42
-11% -$6.66K ﹤0.01% 532
2025
Q4 		$59.9K Buy
373
+73
+24% +$11.8K ﹤0.01% 481
2025
Q3 		$51.8K Hold
300
– – ﹤0.01% 499
2025
Q2 		$46K Sell
300
-4
-1% -$573 ﹤0.01% 478
2025
Q1 		$42.2K Buy
304
+26
+9% +$4.04K ﹤0.01% 511
2024
Q4 		$43.2K Hold
278
– – ﹤0.01% 491
2024
Q3 		$34K Buy
278
+4
+1% +$467 ﹤0.01% 531
2024
Q2 		$33.9K Hold
274
– – ﹤0.01% 483
2024
Q1 		$35.2K Sell
274
-158
-37% -$18.4K ﹤0.01% 501
2023
Q4 		$48.2K Buy
432
+24
+6% +$2.47K ﹤0.01% 409
2023
Q3 		$41K Buy
408
+3
+0.7% +$317 ﹤0.01% 403
2023
Q2 		$42.1K Buy
405
+16
+4% +$1.49K ﹤0.01% 394
2023
Q1 		$36.3K Sell
389
-53
-12% -$5.61K ﹤0.01% 412
2022
Q4 		$47.3K Buy
442
+35
+9% +$3.93K ﹤0.01% 372
2022
Q3 		$40K Buy
407
+25
+7% +$2.53K ﹤0.01% 426
2022
Q2 		$34K Buy
382
+294
+334% +$28.8K ﹤0.01% 476
2022
Q1 		$10K Buy
88
+50
+132% +$5.3K ﹤0.01% 793
2021
Q4 		$4K Buy
+38
New +$3.76K ﹤0.01% 876

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

JFS Wealth Advisors's RJF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Raymond James Financial (RJF) stake by 0.91% in Q2 2026, buying an estimated $455 and bringing the position to 334 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

JFS Wealth Advisors first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $59.9K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • JFS Wealth Advisors held 334 shares of Raymond James Financial worth $50.8K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Raymond James Financial shares in Q2 2026, an estimated $455.
  • Raymond James Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #546 holding.
  • JFS Wealth Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Raymond James Financial position peaked at $59.9K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.