NAAA
RJF icon

New Age Alpha Advisors’s Raymond James Financial RJF Stock Holding History

New Age Alpha 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 		$2.44M Sell
16,076
-36,798
-70% -$5.59M 0.1% 255
2026
Q1 		$7.66M Sell
52,874
-1,938
-4% -$307K 0.36% 60
2025
Q4 		$8.8M Buy
54,812
+24,646
+82% +$3.98M 0.38% 51
2025
Q3 		$5.21M Sell
30,166
-617
-2% -$102K 0.22% 127
2025
Q2 		$4.72M Buy
+30,783
New +$4.41M 0.21% 136
2025
Q1 		– Sell
-10,671
Closed -$1.66M – 1009
2024
Q4 		$1.66M Buy
+10,671
New +$1.61M 0.07% 355

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

New Age Alpha Advisors's RJF Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Raymond James Financial (RJF) stake by 70% in Q2 2026, selling an estimated $5.59M and leaving 16,076 shares worth $2.44M. The position accounts for 0.1% of the portfolio, ranked #255.

New Age Alpha Advisors first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.8M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • New Age Alpha Advisors held 16,076 shares of Raymond James Financial worth $2.44M as of Q2 2026.
  • New Age Alpha Advisors sold 36,798 Raymond James Financial shares in Q2 2026, an estimated $5.59M.
  • Raymond James Financial made up 0.1% of New Age Alpha Advisors's portfolio in Q2 2026, its #255 holding.
  • New Age Alpha Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Raymond James Financial position peaked at $8.8M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.