NA
RJF icon

NewEdge Advisors’s Raymond James Financial RJF Stock Holding History

NewEdge 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 		$3.61M Sell
23,772
-7,248
-23% -$1.1M 0.01% 911
2026
Q1 		$4.49M Sell
31,020
-880
-3% -$140K 0.02% 742
2025
Q4 		$5.12M Buy
31,900
+2,881
+10% +$465K 0.02% 650
2025
Q3 		$5.01M Sell
29,019
-336
-1% -$55.7K 0.02% 625
2025
Q2 		$4.5M Buy
29,355
+1,000
+4% +$143K 0.02% 608
2025
Q1 		$3.94M Buy
28,355
+6,158
+28% +$956K 0.02% 585
2024
Q4 		$3.45M Buy
22,197
+477
+2% +$72K 0.02% 618
2024
Q3 		$2.66M Sell
21,720
-1,026
-5% -$120K 0.02% 686
2024
Q2 		$2.81M Sell
22,746
-2,064
-8% -$255K 0.02% 630
2024
Q1 		$3.19M Buy
24,810
+2,474
+11% +$288K 0.03% 532
2023
Q4 		$2.53M Buy
22,336
+1,154
+5% +$119K 0.02% 586
2023
Q3 		$2.13M Buy
21,182
+605
+3% +$64K 0.02% 581
2023
Q2 		$2.14M Buy
20,577
+191
+0.9% +$17.7K 0.02% 566
2023
Q1 		$1.9M Buy
20,386
+3,211
+19% +$340K 0.02% 556
2022
Q4 		$1.73M Buy
17,175
+13,125
+324% +$1.47M 0.05% 355
2022
Q3 		$400K Buy
+4,050
New +$410K 0.01% 1070
2018
Q3 		– Sell
-4,944
Closed -$298 – 680
2018
Q2 		$298 Buy
4,944
+156
+3% +$9.68K 0.03% 414
2018
Q1 		$276K Buy
+4,788
New +$298K 0.03% 372
2017
Q3 		– Sell
-48
Closed -$2.64K – 963
2017
Q2 		$2.64K Buy
+48
New +$2.42K ﹤0.01% 1264

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

NewEdge Advisors's RJF Position: Q2 2026 in Review

NewEdge Advisors reduced its Raymond James Financial (RJF) stake by 23% in Q2 2026, selling an estimated $1.1M and leaving 23,772 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #911.

NewEdge Advisors first reported a position in RJF in Q2 2017 and has held it in 19 quarters since. The position peaked at $5.12M in Q4 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • NewEdge Advisors held 23,772 shares of Raymond James Financial worth $3.61M as of Q2 2026.
  • NewEdge Advisors sold 7,248 Raymond James Financial shares in Q2 2026, an estimated $1.1M.
  • Raymond James Financial made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #911 holding.
  • NewEdge Advisors first reported a position in Raymond James Financial in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's Raymond James Financial position peaked at $5.12M in Q4 2025.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.