Kingsview Wealth Management’s Raymond James Financial RJF Stock Holding History

Kingsview Wealth 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	$462K	Sell	3,193 -17,181	-84%	-$2.73M	0.01%	929
2025 Q4	$3.27M	Buy	20,374 +17,407	+587%	+$2.81M	0.05%	369
2025 Q3	$512K	Buy	2,967 +74	+3%	+$12.3K	0.01%	794
2025 Q2	$444K	Buy	+2,893	New	+$414K	0.01%	813
2022 Q2	–	Sell	-10,698	Closed	-$1.18M	–	903
2022 Q1	$1.18M	Buy	+10,698	New	+$1.13M	0.05%	344

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kingsview Wealth Management's RJF Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Raymond James Financial (RJF) stake by 84% in Q1 2026, selling an estimated $2.73M and leaving 3,193 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #929.

Kingsview Wealth Management first reported a position in RJF in Q1 2022 and has held it in 5 quarters since. The position peaked at $3.27M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Kingsview Wealth Management held 3,193 shares of Raymond James Financial worth $462K as of Q1 2026.
Kingsview Wealth Management sold 17,181 Raymond James Financial shares in Q1 2026, an estimated $2.73M.
Raymond James Financial made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #929 holding.
Kingsview Wealth Management first reported a position in Raymond James Financial in Q1 2022 and has held it in 5 quarters since.
Kingsview Wealth Management's Raymond James Financial position peaked at $3.27M in Q4 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.