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 Q2	–	Sell	-3,193	Closed	-$462K	–	1505
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kingsview Wealth Management's RJF Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 3,193 shares — an estimated $462K sold.

Kingsview Wealth Management first reported a position in RJF in Q1 2022 and held it in 5 quarters. The position peaked at $3.27M in Q4 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Kingsview Wealth Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 3,193 Raymond James Financial shares in Q2 2026, an estimated $462K.
Kingsview Wealth Management first reported a position in Raymond James Financial in Q1 2022 and held it in 5 quarters.
Kingsview Wealth Management's Raymond James Financial position peaked at $3.27M in Q4 2025.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.