Larson Financial Group’s Raymond James Financial RJF Stock Holding History

Larson Financial Group’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	$100K	Sell	693 -19	-3%	-$3.01K	﹤0.01%	997
2025 Q4	$114K	Sell	712 -25	-3%	-$4.04K	﹤0.01%	887
2025 Q3	$127K	Buy	737 +39	+6%	+$6.46K	﹤0.01%	818
2025 Q2	$107K	Buy	698 +373	+115%	+$53.4K	﹤0.01%	831
2025 Q1	$45.2K	Buy	325 +255	+364%	+$39.6K	﹤0.01%	1069
2024 Q4	$10.9K	Sell	70 -42	-38%	-$6.34K	﹤0.01%	1454
2024 Q3	$13.8K	Buy	112 +59	+111%	+$6.89K	﹤0.01%	1355
2024 Q2	$6.59K	Buy	53 +43	+430%	+$5.31K	﹤0.01%	1378
2024 Q1	$1.31K	Hold	10	–	–	﹤0.01%	1419
2023 Q4	$1.14K	Sell	10 -14	-58%	-$1.44K	﹤0.01%	1446
2023 Q3	$2.43K	Buy	24 +14	+140%	+$1.48K	﹤0.01%	1328
2023 Q2	$1.05K	Hold	10	–	–	﹤0.01%	1363
2023 Q1	$939	Hold	10	–	–	﹤0.01%	1351
2022 Q4	$1.07K	Hold	10	–	–	﹤0.01%	1283
2022 Q3	$1K	Buy	+10	New	+$1.01K	﹤0.01%	1235

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

Larson Financial Group's RJF Position: Q1 2026 in Review

Larson Financial Group reduced its Raymond James Financial (RJF) stake by 2.7% in Q1 2026, selling an estimated $3.01K and leaving 693 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Larson Financial Group first reported a position in RJF in Q3 2022 and has held it in 15 quarters since. The position peaked at $127K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Larson Financial Group held 693 shares of Raymond James Financial worth $100K as of Q1 2026.
Larson Financial Group sold 19 Raymond James Financial shares in Q1 2026, an estimated $3.01K.
Raymond James Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #997 holding.
Larson Financial Group first reported a position in Raymond James Financial in Q3 2022 and has held it in 15 quarters since.
Larson Financial Group's Raymond James Financial position peaked at $127K in Q3 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.