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Laurel Wealth Advisors (North Carolina)’s Raymond James Financial RJF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-364
Closed -$58.4K – 537
2025
Q4 		$58.4K Buy
+364
New +$58.8K 0.01% 305
2025
Q2 		– Sell
-364
Closed -$50.6K – 560
2025
Q1 		$50.6K Hold
364
– – 0.01% 311
2024
Q4 		$56.5K Sell
364
-9
-2% -$1.36K 0.01% 296
2024
Q3 		$45.7K Hold
373
– – 0.01% 321
2024
Q2 		$46.1K Hold
373
– – 0.01% 300
2024
Q1 		$47.9K Buy
373
+9
+2% +$1.05K 0.01% 303
2023
Q4 		$40.6K Buy
364
+1
+0.3% +$103 0.01% 299
2023
Q3 		$36.4K Buy
363
+2
+0.6% +$212 0.01% 306
2023
Q2 		$37.5K Buy
361
+1
+0.3% +$93 0.01% 314
2023
Q1 		$33.5K Hold
360
– – 0.01% 321
2022
Q4 		$38.4K Buy
360
+1
+0.3% +$112 0.01% 278
2022
Q3 		$36K Hold
359
– – 0.01% 283
2022
Q2 		$32K Hold
359
– – 0.01% 293
2022
Q1 		$39K Hold
359
– – 0.01% 287
2021
Q4 		$36K Hold
359
– – 0.01% 291
2021
Q3 		$33K Sell
359
-1
-0.3% -$90 0.01% 295
2021
Q2 		$31K Buy
360
+1
+0.3% +$87 0.01% 328
2021
Q1 		$29K Buy
359
+2
+0.6% +$149 0.01% 315
2020
Q4 		$23K Buy
357
+1
+0.3% +$57 0.01% 330
2020
Q3 		$17K Buy
356
+2
+0.6% +$97 0.01% 331
2020
Q2 		$16K Buy
354
+3
+0.9% +$135 0.01% 327
2020
Q1 		$15K Buy
351
+1
+0.3% +$56 0.01% 323
2019
Q4 		$21K Buy
350
+2
+0.6% +$115 0.01% 322
2019
Q3 		$19K Buy
348
+1
+0.3% +$54 0.01% 322
2019
Q2 		$20K Hold
347
– – 0.01% 317
2019
Q1 		$19K Buy
347
+2
+0.6% +$107 0.01% 313
2018
Q4 		$17K Buy
+345
New +$18.4K 0.01% 307

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RJF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 364 shares — an estimated $58.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RJF in Q4 2018 and held it in 27 quarters. The position peaked at $58.4K in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 364 Raymond James Financial shares in Q1 2026, an estimated $58.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Raymond James Financial in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Raymond James Financial position peaked at $58.4K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.