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Legacy Wealth Asset Management’s Raymond James Financial RJF Stock Holding History

Legacy Wealth Asset Management’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 		$416K Sell
2,735
-78
-3% -$11.8K 0.09% 284
2026
Q1 		$407K Buy
2,813
+31
+1% +$4.92K 0.1% 288
2025
Q4 		$447K Buy
2,782
+68
+3% +$11K 0.11% 273
2025
Q3 		$468K Buy
2,714
+169
+7% +$28K 0.11% 265
2025
Q2 		$390K Buy
2,545
+196
+8% +$28.1K 0.1% 283
2025
Q1 		$326K Sell
2,349
-141
-6% -$21.9K 0.09% 289
2024
Q4 		$387K Sell
2,490
-44
-2% -$6.65K 0.11% 276
2024
Q3 		$310K Buy
2,534
+11
+0.4% +$1.28K 0.08% 303
2024
Q2 		$312K Buy
2,523
+59
+2% +$7.28K 0.09% 292
2024
Q1 		$316K Buy
2,464
+25
+1% +$2.91K 0.09% 293
2023
Q4 		$272K Buy
2,439
+21
+0.9% +$2.16K 0.09% 306
2023
Q3 		$243K Sell
2,418
-18
-0.7% -$1.91K 0.09% 303
2023
Q2 		$253K Buy
+2,436
New +$226K 0.09% 308
2023
Q1 		– Sell
-2,117
Closed -$226K – 340
2022
Q4 		$226K Sell
2,117
-1,042
-33% -$117K 0.09% 312
2022
Q3 		$312K Buy
3,159
+2
+0.1% +$203 0.14% 256
2022
Q2 		$282K Sell
3,157
-38
-1% -$3.72K 0.11% 237
2022
Q1 		$351K Buy
3,195
+4
+0.1% +$424 0.12% 231
2021
Q4 		$320K Sell
3,191
-103
-3% -$10.2K 0.11% 256
2021
Q3 		$304K Sell
3,294
-95
-3% -$8.51K 0.14% 234
2021
Q2 		$293K Sell
3,389
-132
-4% -$11.5K 0.13% 248
2021
Q1 		$288K Sell
3,521
-4
-0.1% -$298 0.13% 249
2020
Q4 		$225K Buy
+3,525
New +$202K 0.11% 264

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 Wealth Asset Management's RJF Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Raymond James Financial (RJF) stake by 2.8% in Q2 2026, selling an estimated $11.8K and leaving 2,735 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #284.

Legacy Wealth Asset Management first reported a position in RJF in Q4 2020 and has held it in 22 quarters since. The position peaked at $468K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Legacy Wealth Asset Management held 2,735 shares of Raymond James Financial worth $416K as of Q2 2026.
  • Legacy Wealth Asset Management sold 78 Raymond James Financial shares in Q2 2026, an estimated $11.8K.
  • Raymond James Financial made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #284 holding.
  • Legacy Wealth Asset Management first reported a position in Raymond James Financial in Q4 2020 and has held it in 22 quarters since.
  • Legacy Wealth Asset Management's Raymond James Financial position peaked at $468K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.