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 Q3	$783K	Buy	4,901 +77	+2%	+$13.2K	0.2%	131
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

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

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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Net Worth Advisory Group's RJF Position: Q3 2026 in Review

Net Worth Advisory Group increased its Raymond James Financial (RJF) stake by 1.6% in Q3 2026, buying an estimated $13.2K and bringing the position to 4,901 shares worth $783K. The position accounts for 0.2% of the portfolio, ranked #131.

Net Worth Advisory Group first reported a position in RJF in Q3 2024 and has held it in 9 quarters since. The position peaked at $811K in Q4 2025. 200 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Net Worth Advisory Group held 4,901 shares of Raymond James Financial worth $783K as of Q3 2026.
Net Worth Advisory Group bought 77 Raymond James Financial shares in Q3 2026, an estimated $13.2K.
Raymond James Financial made up 0.2% of Net Worth Advisory Group's portfolio in Q3 2026, its #131 holding.
Net Worth Advisory Group first reported a position in Raymond James Financial in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Raymond James Financial position peaked at $811K in Q4 2025.
200 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.