Meriwether Wealth & Planning’s Raymond James Financial RJF Stock Holding History

Meriwether Wealth & Planning’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	$1.9K	Buy	+12	New	+$2.06K	﹤0.01%	658

Other funds holding RJF

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's RJF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Raymond James Financial (RJF) in Q3 2026: 12 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

257 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Meriwether Wealth & Planning held 12 shares of Raymond James Financial worth $1.9K as of Q3 2026.
Raymond James Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Raymond James Financial made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #658 holding.
257 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.