Larson Financial Group
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
Q3 		$283K Buy
1,788
+874
+96% +$150K 0.01% 809
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 		$1.32K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's RJF Position: Q3 2026 in Review

Larson Financial Group increased its Raymond James Financial (RJF) stake by 96% in Q3 2026, buying an estimated $150K and bringing the position to 1,788 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #809.

Larson Financial Group first reported a position in RJF in Q3 2022 and has held it in 17 quarters since. 633 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Larson Financial Group held 1,788 shares of Raymond James Financial worth $283K as of Q3 2026.
  • Larson Financial Group bought 874 Raymond James Financial shares in Q3 2026, an estimated $150K.
  • Raymond James Financial made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #809 holding.
  • Larson Financial Group first reported a position in Raymond James Financial in Q3 2022 and has held it in 17 quarters since.
  • 633 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.