JSW
RJF icon

Journey Strategic Wealth’s Raymond James Financial RJF Stock Holding History

Journey Strategic Wealth’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 		$210K Sell
1,450
-122
-8% -$19.4K 0.01% 748
2025
Q4 		$252K Buy
1,572
+188
+14% +$30.4K 0.01% 587
2025
Q3 		$239K Buy
1,384
+25
+2% +$4.14K 0.01% 576
2025
Q2 		$208K Buy
+1,359
New +$195K 0.01% 601

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $153B AUM 38.14% 1-Year Est. Return

Journey Strategic Wealth's RJF Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Raymond James Financial (RJF) stake by 7.8% in Q1 2026, selling an estimated $19.4K and leaving 1,450 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #748.

Journey Strategic Wealth first reported a position in RJF in Q2 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Journey Strategic Wealth held 1,450 shares of Raymond James Financial worth $210K as of Q1 2026.
  • Journey Strategic Wealth sold 122 Raymond James Financial shares in Q1 2026, an estimated $19.4K.
  • Raymond James Financial made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #748 holding.
  • Journey Strategic Wealth first reported a position in Raymond James Financial in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Raymond James Financial position peaked at $252K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.