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Legacy Financial Advisors’s Raymond James Financial RJF Stock Holding History

Legacy Financial 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 		$561K Sell
3,693
-94
-2% -$14.3K 0.07% 228
2026
Q1 		$548K Buy
+3,787
New +$601K 0.08% 224
2022
Q4 		– Sell
-2,661
Closed -$263K – 252
2022
Q3 		$263K Buy
2,661
+120
+5% +$12.2K 0.06% 175
2022
Q2 		$227K Buy
2,541
+165
+7% +$16.2K 0.06% 192
2022
Q1 		$261K Sell
2,376
-154
-6% -$16.3K 0.06% 189
2021
Q4 		$254K Buy
2,530
+127
+5% +$12.6K 0.06% 165
2021
Q3 		$222K Buy
2,403
+46
+2% +$4.12K 0.05% 165
2021
Q2 		$204K Buy
+2,357
New +$205K 0.05% 166
2019
Q2 		– Sell
-45
Closed -$2K – 727
2019
Q1 		$2K Buy
45
+34
+309% +$1.82K ﹤0.01% 912
2018
Q4 		$1K Sell
11
-33
-75% -$1.76K ﹤0.01% 933
2018
Q3 		$2K Hold
44
– – ﹤0.01% 817
2018
Q2 		$3K Buy
44
+33
+300% +$2.05K ﹤0.01% 791
2018
Q1 		$0 Hold
11
– – ﹤0.01% 888
2017
Q4 		$0 Buy
+11
New +$634 ﹤0.01% 852

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

Legacy Financial Advisors's RJF Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Raymond James Financial (RJF) stake by 2.5% in Q2 2026, selling an estimated $14.3K and leaving 3,693 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #228.

Legacy Financial Advisors first reported a position in RJF in Q4 2017 and has held it in 14 quarters since. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Legacy Financial Advisors held 3,693 shares of Raymond James Financial worth $561K as of Q2 2026.
  • Legacy Financial Advisors sold 94 Raymond James Financial shares in Q2 2026, an estimated $14.3K.
  • Raymond James Financial made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • Legacy Financial Advisors first reported a position in Raymond James Financial in Q4 2017 and has held it in 14 quarters since.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.