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Journey Retirement Planning & Investment Management’s Raymond James Financial RJF Stock Holding History

Journey Retirement Planning & Investment Management’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
Q1 		– Sell
-2,052
Closed -$330K – 215
2025
Q4 		$330K Buy
+2,052
New +$331K 0.07% 190

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Journey Retirement Planning & Investment Management's RJF Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 2,052 shares — an estimated $330K sold.

Journey Retirement Planning & Investment Management first reported a position in RJF in Q4 2025 and held it in 1 quarter. The position peaked at $330K in Q4 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 2,052 Raymond James Financial shares in Q1 2026, an estimated $330K.
  • Journey Retirement Planning & Investment Management first reported a position in Raymond James Financial in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Raymond James Financial position peaked at $330K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.