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Kestra Private Wealth Services’s Raymond James Financial RJF Stock Holding History

Kestra Private Wealth 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
Q2 		$443K Buy
2,912
+25
+0.9% +$3.79K ﹤0.01% 1313
2026
Q1 		$418K Buy
2,887
+336
+13% +$53.3K 0.01% 1296
2025
Q4 		$410K Sell
2,551
-219
-8% -$35.4K 0.01% 1276
2025
Q3 		$478K Sell
2,770
-223
-7% -$37K 0.01% 1123
2025
Q2 		$459K Buy
2,993
+27
+0.9% +$3.87K 0.01% 1081
2025
Q1 		$412K Sell
2,966
-246
-8% -$38.2K 0.01% 1055
2024
Q4 		$499K Buy
3,212
+119
+4% +$18K 0.01% 919
2024
Q3 		$379K Sell
3,093
-329
-10% -$38.4K 0.01% 995
2024
Q2 		$423K Sell
3,422
-2,050
-37% -$253K 0.01% 898
2024
Q1 		$703K Sell
5,472
-227
-4% -$26.5K 0.02% 670
2023
Q4 		$635K Buy
5,699
+81
+1% +$8.34K 0.02% 652
2023
Q3 		$564K Buy
5,618
+742
+15% +$78.5K 0.02% 627
2023
Q2 		$506K Buy
4,876
+830
+21% +$77.1K 0.02% 632
2023
Q1 		$377K Buy
4,046
+493
+14% +$52.2K 0.02% 689
2022
Q4 		$380K Sell
3,553
-1,023
-22% -$115K 0.02% 598
2022
Q3 		$452K Buy
4,576
+846
+23% +$85.7K 0.03% 520
2022
Q2 		$333K Sell
3,730
-367
-9% -$36K 0.02% 623
2022
Q1 		$450K Sell
4,097
-91
-2% -$9.64K 0.02% 615
2021
Q4 		$420K Buy
4,188
+1
+0% +$99 0.02% 649
2021
Q3 		$386K Sell
4,187
-60
-1% -$5.38K 0.02% 616
2021
Q2 		$368K Sell
4,247
-43
-1% -$3.74K 0.02% 599
2021
Q1 		$351K Sell
4,290
-2,007
-32% -$150K 0.02% 555
2020
Q4 		$396K Buy
+6,297
New +$360K 0.03% 494

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's RJF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Raymond James Financial (RJF) stake by 0.87% in Q2 2026, buying an estimated $3.79K and bringing the position to 2,912 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Kestra Private Wealth Services first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $703K in Q1 2024. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Kestra Private Wealth Services held 2,912 shares of Raymond James Financial worth $443K as of Q2 2026.
  • Kestra Private Wealth Services bought 25 Raymond James Financial shares in Q2 2026, an estimated $3.79K.
  • Raymond James Financial made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1313 holding.
  • Kestra Private Wealth Services first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Raymond James Financial position peaked at $703K in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.