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LMG Wealth Partners’s Raymond James Financial RJF Stock Holding History

LMG Wealth Partners’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 		$6.22M Buy
40,908
+22
+0.1% +$3.34K 0.99% 34
2026
Q1 		$5.92M Buy
40,886
+456
+1% +$72.3K 1.08% 30
2025
Q4 		$6.49M Sell
40,430
-10
-0% -$1.61K 1.21% 26
2025
Q3 		$6.98M Hold
40,440
– – 1.3% 22
2025
Q2 		$6.2M Buy
40,440
+349
+0.9% +$50K 1.27% 24
2025
Q1 		$5.57M Buy
40,091
+310
+0.8% +$48.1K 1.24% 30
2024
Q4 		$6.18M Hold
39,781
– – 1.35% 24
2024
Q3 		$4.87M Sell
39,781
-133
-0.3% -$15.5K 1.12% 33
2024
Q2 		$4.93M Sell
39,914
-250
-0.6% -$30.9K 1.23% 29
2024
Q1 		$5.16M Buy
40,164
+1,181
+3% +$138K 1.3% 27
2023
Q4 		$4.35M Sell
38,983
-715
-2% -$73.6K 1.21% 34
2023
Q3 		$3.99M Sell
39,698
-266
-0.7% -$28.1K 1.21% 33
2023
Q2 		$4.15M Buy
39,964
+97
+0.2% +$9.01K 1.27% 31
2023
Q1 		$3.72M Buy
39,867
+18,333
+85% +$1.94M 1.2% 33
2022
Q4 		$2.52M Buy
+21,534
New +$2.42M 0.83% 36

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

LMG Wealth Partners's RJF Position: Q2 2026 in Review

LMG Wealth Partners increased its Raymond James Financial (RJF) stake by 0.05% in Q2 2026, buying an estimated $3.34K and bringing the position to 40,908 shares worth $6.22M. The position accounts for 0.99% of the portfolio, ranked #34.

LMG Wealth Partners first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.98M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • LMG Wealth Partners held 40,908 shares of Raymond James Financial worth $6.22M as of Q2 2026.
  • LMG Wealth Partners bought 22 Raymond James Financial shares in Q2 2026, an estimated $3.34K.
  • Raymond James Financial made up 0.99% of LMG Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • LMG Wealth Partners first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Raymond James Financial position peaked at $6.98M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.