Market Street Wealth Management Advisors’s Raymond James Financial RJF Stock Holding History

Market Street Wealth Management 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	$206K	Sell	1,356 -42	-3%	-$6.38K	0.03%	120
2026 Q1	$202K	Sell	1,398 -1	-0.1%	-$159	0.03%	106
2025 Q4	$225K	Buy	1,399 +10	+0.7%	+$1.61K	0.03%	97
2025 Q3	$240K	Sell	1,389 -1	-0.1%	-$166	0.04%	95
2025 Q2	$213K	Buy	+1,390	New	+$199K	0.03%	97
2025 Q1	–	Sell	-1,351	Closed	-$210K	–	98
2024 Q4	$210K	Buy	+1,351	New	+$204K	0.04%	97

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Market Street Wealth Management Advisors's RJF Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Raymond James Financial (RJF) stake by 3% in Q2 2026, selling an estimated $6.38K and leaving 1,356 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #120.

Market Street Wealth Management Advisors first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $240K in Q3 2025. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Market Street Wealth Management Advisors held 1,356 shares of Raymond James Financial worth $206K as of Q2 2026.
Market Street Wealth Management Advisors sold 42 Raymond James Financial shares in Q2 2026, an estimated $6.38K.
Raymond James Financial made up 0.03% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #120 holding.
Market Street Wealth Management Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
Market Street Wealth Management Advisors's Raymond James Financial position peaked at $240K in Q3 2025.
486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.