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Kingswood Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Kingswood Wealth Advisors’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 		$623K Sell
4,095
-23
-0.6% -$3.49K 0.03% 546
2026
Q1 		$596K Buy
4,118
+297
+8% +$47.1K 0.03% 507
2025
Q4 		$614K Buy
+3,821
New +$617K 0.03% 474

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's RJF Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Raymond James Financial (RJF) stake by 0.56% in Q2 2026, selling an estimated $3.49K and leaving 4,095 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #546.

Kingswood Wealth Advisors first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Kingswood Wealth Advisors held 4,095 shares of Raymond James Financial worth $623K as of Q2 2026.
  • Kingswood Wealth Advisors sold 23 Raymond James Financial shares in Q2 2026, an estimated $3.49K.
  • Raymond James Financial made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #546 holding.
  • Kingswood Wealth Advisors first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.