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Lloyd Advisory Services’s Raymond James Financial RJF Stock Holding History

Lloyd Advisory Services’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 		– Sell
-73
Closed -$10.6K – 928
2026
Q1 		$10.6K Buy
+73
New +$11.6K ﹤0.01% 476
2023
Q4 		– Sell
-3,527
Closed -$354K – 295
2023
Q3 		$354K Buy
+3,527
New +$373K 0.12% 164

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

Lloyd Advisory Services's RJF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 73 shares — an estimated $10.6K sold.

Lloyd Advisory Services first reported a position in RJF in Q3 2023 and held it in 2 quarters. The position peaked at $354K in Q3 2023. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 73 Raymond James Financial shares in Q2 2026, an estimated $10.6K.
  • Lloyd Advisory Services first reported a position in Raymond James Financial in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's Raymond James Financial position peaked at $354K in Q3 2023.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.