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JNBA Financial Advisors’s Raymond James Financial RJF Stock Holding History

JNBA Financial 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 		$6.23K Hold
41
– – ﹤0.01% 583
2026
Q1 		$5.94K Buy
+41
New +$6.5K ﹤0.01% 573
2016
Q4 		– Sell
-5,135
Closed -$199K – 1143
2016
Q3 		$199K Buy
+5,135
New +$189K 0.03% 218

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

JNBA Financial Advisors's RJF Position: Q2 2026 in Review

JNBA Financial Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 41 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

JNBA Financial Advisors first reported a position in RJF in Q3 2016 and has held it in 3 quarters since. The position peaked at $199K in Q3 2016. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • JNBA Financial Advisors held 41 shares of Raymond James Financial worth $6.23K as of Q2 2026.
  • JNBA Financial Advisors left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #583 holding.
  • JNBA Financial Advisors first reported a position in Raymond James Financial in Q3 2016 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Raymond James Financial position peaked at $199K in Q3 2016.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.