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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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. 140 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.
140 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.