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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
Q3 		$447K Buy
2,831
+96
+4% +$16.5K 0.1% 276
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Wealth Asset Management's RJF Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Raymond James Financial (RJF) stake by 3.5% in Q3 2026, buying an estimated $16.5K and bringing the position to 2,831 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #276.

Legacy Wealth Asset Management first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $468K in Q3 2025. 58 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Legacy Wealth Asset Management held 2,831 shares of Raymond James Financial worth $447K as of Q3 2026.
  • Legacy Wealth Asset Management bought 96 Raymond James Financial shares in Q3 2026, an estimated $16.5K.
  • Raymond James Financial made up 0.1% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #276 holding.
  • Legacy Wealth Asset Management first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Raymond James Financial position peaked at $468K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.