LFG
RJF icon

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
Q2 		$139K Buy
914
+221
+32% +$33.5K ﹤0.01% 1010
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
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

Larson Financial Group's RJF Position: Q2 2026 in Review

Larson Financial Group increased its Raymond James Financial (RJF) stake by 32% in Q2 2026, buying an estimated $33.5K and bringing the position to 914 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Larson Financial Group first reported a position in RJF in Q3 2022 and has held it in 16 quarters since. 902 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Larson Financial Group held 914 shares of Raymond James Financial worth $139K as of Q2 2026.
  • Larson Financial Group bought 221 Raymond James Financial shares in Q2 2026, an estimated $33.5K.
  • Raymond James Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1010 holding.
  • Larson Financial Group first reported a position in Raymond James Financial in Q3 2022 and has held it in 16 quarters since.
  • 902 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.