Net Worth Advisory Group’s Raymond James Financial RJF Stock Holding History

Net Worth Advisory Group’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	$733K	Sell	4,824 -206	-4%	-$31.3K	0.18%	130
2026 Q1	$728K	Sell	5,030 -19	-0.4%	-$3.01K	0.15%	144
2025 Q4	$811K	Buy	5,049 +828	+20%	+$134K	0.16%	130
2025 Q3	$729K	Sell	4,221 -543	-11%	-$90K	0.21%	100
2025 Q2	$731K	Buy	4,764 +425	+10%	+$60.9K	0.16%	127
2025 Q1	$603K	Sell	4,339 -104	-2%	-$16.1K	0.19%	129
2024 Q4	$690K	Buy	4,443 +17	+0.4%	+$2.57K	0.21%	104
2024 Q3	$542K	Buy	+4,426	New	+$517K	0.16%	169

Other funds holding RJF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Net Worth Advisory Group's RJF Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Raymond James Financial (RJF) stake by 4.1% in Q2 2026, selling an estimated $31.3K and leaving 4,824 shares worth $733K. The position accounts for 0.18% of the portfolio, ranked #130.

Net Worth Advisory Group first reported a position in RJF in Q3 2024 and has held it in 8 quarters since. The position peaked at $811K in Q4 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Net Worth Advisory Group held 4,824 shares of Raymond James Financial worth $733K as of Q2 2026.
Net Worth Advisory Group sold 206 Raymond James Financial shares in Q2 2026, an estimated $31.3K.
Raymond James Financial made up 0.18% of Net Worth Advisory Group's portfolio in Q2 2026, its #130 holding.
Net Worth Advisory Group first reported a position in Raymond James Financial in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Raymond James Financial position peaked at $811K in Q4 2025.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.