JWA
RJF icon

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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return