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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
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 $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 Private Wealth Services's RJF Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Raymond James Financial (RJF) stake by 13% in Q1 2026, buying an estimated $53.3K and bringing the position to 2,887 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1296.

Kestra Private Wealth Services first reported a position in RJF in Q4 2020 and has held it in 22 quarters since. The position peaked at $703K in Q1 2024. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Kestra Private Wealth Services held 2,887 shares of Raymond James Financial worth $418K as of Q1 2026.
  • Kestra Private Wealth Services bought 336 Raymond James Financial shares in Q1 2026, an estimated $53.3K.
  • Raymond James Financial made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1296 holding.
  • Kestra Private Wealth Services first reported a position in Raymond James Financial in Q4 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Raymond James Financial position peaked at $703K in Q1 2024.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.