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New England Professional Planning Group’s Raymond James Financial RJF Stock Holding History

New England Professional Planning 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 		$7.15M Buy
46,999
+165
+0.4% +$25K 2.67% 5
2026
Q1 		$6.78M Buy
46,834
+145
+0.3% +$23K 2.83% 5
2025
Q4 		$7.5M Buy
46,689
+1,638
+4% +$264K 3.14% 5
2025
Q3 		$0 Buy
45,051
+141
+0.3% +$23.4K ﹤0.01% 47
2025
Q2 		$6.89M Buy
44,910
+166
+0.4% +$23.8K 3.14% 5
2025
Q1 		$6.22M Buy
44,744
+138
+0.3% +$21.4K 3.09% 5
2024
Q4 		$6.93M Buy
44,606
+1,648
+4% +$249K 3.45% 5
2024
Q3 		$5.26M Buy
42,958
+158
+0.4% +$18.5K 2.6% 5
2024
Q2 		$5.29M Buy
42,800
+156
+0.4% +$19.3K 2.78% 5
2024
Q1 		$5.48M Buy
42,644
+176
+0.4% +$20.5K 2.86% 5
2023
Q4 		$4.74M Buy
42,468
+3,167
+8% +$326K 2.69% 5
2023
Q3 		$3.95M Buy
39,301
+156
+0.4% +$16.5K 2.44% 5
2023
Q2 		$4.06M Buy
39,145
+175
+0.4% +$16.2K 2.39% 5
2023
Q1 		$3.59M Buy
38,970
+143
+0.4% +$15.1K 2.17% 5
2022
Q4 		$4.15M Buy
38,827
+2,371
+7% +$266K 2.33% 6
2022
Q3 		$3.6M Buy
36,456
+143
+0.4% +$14.5K 2.57% 5
2022
Q2 		$3.25M Buy
36,313
+109
+0.3% +$10.7K 2.25% 5
2022
Q1 		$3.94M Buy
36,204
+114
+0.3% +$12.1K 2.36% 5
2021
Q4 		$0 Buy
36,090
+2,250
+7% +$222K ﹤0.01% 51
2021
Q3 		$3.34M Buy
33,840
+90
+0.3% +$8.06K 1.98% 6
2021
Q2 		$3.12M Hold
33,750
– – 1.88% 7
2021
Q1 		$3.07M Hold
33,750
– – 1.88% 6
2020
Q4 		$2.15M Hold
33,750
– – 1.52% 7
2020
Q3 		$1.74M Buy
33,750
+2,250
+7% +$109K 1.39% 6
2020
Q2 		$1.59M Hold
31,500
– – 1.23% 6
2020
Q1 		$1.31M Buy
+31,500
New +$1.78M 1.22% 7
2019
Q4 		– Hold
0
– – – 6
2018
Q3 		$1.59M Hold
25,950
– – 1.83% 7
2018
Q2 		$1.54M Sell
25,950
-300
-1% -$18.6K 1.98% 7
2018
Q1 		$1.57M Hold
26,250
– – 2.09% 6
2017
Q4 		$1.58M Buy
+26,250
New +$1.51M 1.94% 9
2016
Q2 		$626K Hold
17,250
– – 0.7% 18
2016
Q1 		$550K Hold
17,250
– – 0.55% 20
2015
Q4 		$667K Buy
17,250
+3,750
+28% +$140K 0.74% 16
2015
Q3 		$519K Hold
13,500
– – 0.59% 20
2015
Q2 		$536K Hold
13,500
– – 0.7% 18
2015
Q1 		$519K Hold
13,500
– – 0.7% 14
2014
Q4 		$480K Buy
+13,500
New +$495K 0.71% 16

Other funds holding RJF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New England Professional Planning Group's RJF Position: Q2 2026 in Review

New England Professional Planning Group increased its Raymond James Financial (RJF) stake by 0.35% in Q2 2026, buying an estimated $25K and bringing the position to 46,999 shares worth $7.15M. The position accounts for 2.67% of the portfolio, ranked #5.

New England Professional Planning Group first reported a position in RJF in Q4 2014 and has held it in 37 quarters since. The position peaked at $7.5M in Q4 2025. 407 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • New England Professional Planning Group held 46,999 shares of Raymond James Financial worth $7.15M as of Q2 2026.
  • New England Professional Planning Group bought 165 Raymond James Financial shares in Q2 2026, an estimated $25K.
  • Raymond James Financial made up 2.67% of New England Professional Planning Group's portfolio in Q2 2026, its #5 holding.
  • New England Professional Planning Group first reported a position in Raymond James Financial in Q4 2014 and has held it in 37 quarters since.
  • New England Professional Planning Group's Raymond James Financial position peaked at $7.5M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.