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Kestra Advisory Services’s Raymond James Financial RJF Stock Holding History

Kestra Advisory Services’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 		$4.33M Buy
29,934
+4,577
+18% +$726K 0.02% 876
2025
Q4 		$4.07M Buy
25,357
+18,266
+258% +$2.95M 0.02% 859
2025
Q3 		$1.22M Sell
7,091
-2,780
-28% -$461K 0.01% 1455
2025
Q2 		$1.51M Sell
9,871
-167
-2% -$23.9K 0.01% 1233
2025
Q1 		$1.39M Buy
10,038
+5,643
+128% +$876K 0.01% 1178
2024
Q4 		$683K Sell
4,395
-979
-18% -$148K ﹤0.01% 1652
2024
Q3 		$658K Sell
5,374
-364
-6% -$42.5K ﹤0.01% 1586
2024
Q2 		$709K Buy
5,738
+1,077
+23% +$133K ﹤0.01% 1539
2024
Q1 		$599K Sell
4,661
-124
-3% -$14.4K ﹤0.01% 1551
2023
Q4 		$534K Buy
4,785
+1
+0% +$103 ﹤0.01% 1494
2023
Q3 		$480K Sell
4,784
-1,868
-28% -$198K ﹤0.01% 1392
2023
Q2 		$690K Buy
6,652
+2,327
+54% +$216K 0.01% 1160
2023
Q1 		$403K Sell
4,325
-5,299
-55% -$561K ﹤0.01% 1386
2022
Q4 		$1.03M Buy
9,624
+1,756
+22% +$197K 0.01% 1042
2022
Q3 		$778K Sell
7,868
-1,571
-17% -$159K 0.01% 1088
2022
Q2 		$844K Buy
9,439
+2,093
+28% +$205K 0.01% 1055
2022
Q1 		$807K Buy
7,346
+679
+10% +$71.9K 0.01% 1051
2021
Q4 		$669K Sell
6,667
-1,345
-17% -$133K 0.01% 1168
2021
Q3 		$739K Buy
8,012
+1,128
+16% +$101K 0.01% 1176
2021
Q2 		$596K Sell
6,884
-162
-2% -$14.1K 0.01% 1196
2021
Q1 		$576K Buy
+7,046
New +$525K 0.01% 1123

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kestra Advisory Services's RJF Position: Q1 2026 in Review

Kestra Advisory Services increased its Raymond James Financial (RJF) stake by 18% in Q1 2026, buying an estimated $726K and bringing the position to 29,934 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #876.

Kestra Advisory Services first reported a position in RJF in Q1 2021 and has held it in 21 quarters since. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Kestra Advisory Services held 29,934 shares of Raymond James Financial worth $4.33M as of Q1 2026.
  • Kestra Advisory Services bought 4,577 Raymond James Financial shares in Q1 2026, an estimated $726K.
  • Raymond James Financial made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #876 holding.
  • Kestra Advisory Services first reported a position in Raymond James Financial in Q1 2021 and has held it in 21 quarters since.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.