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NewEdge Wealth’s Raymond James Financial RJF Stock Holding History

NewEdge Wealth’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 		$274K Buy
1,803
+57
+3% +$8.65K ﹤0.01% 1070
2026
Q1 		$253K Sell
1,746
-1,236
-41% -$196K ﹤0.01% 1015
2025
Q4 		$479K Buy
2,982
+1,256
+73% +$203K 0.01% 859
2025
Q3 		$275K Sell
1,726
-7
-0.4% -$1.16K ﹤0.01% 897
2025
Q2 		$283K Sell
1,733
-1
-0.1% -$143 ﹤0.01% 849
2025
Q1 		$241K Sell
1,734
-1,559
-47% -$242K ﹤0.01% 834
2024
Q4 		$512K Buy
3,293
+107
+3% +$16.2K 0.01% 629
2024
Q3 		$390K Buy
3,186
+782
+33% +$91.3K 0.01% 669
2024
Q2 		$297K Sell
2,404
-140
-6% -$17.3K 0.01% 642
2024
Q1 		$315K Buy
2,544
+169
+7% +$19.7K 0.01% 650
2023
Q4 		$265K Buy
+2,375
New +$245K 0.01% 647
2021
Q2 		– Sell
-5,609
Closed -$458K – 308
2021
Q1 		$458K Buy
+5,609
New +$418K 0.05% 228

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 Wealth's RJF Position: Q2 2026 in Review

NewEdge Wealth increased its Raymond James Financial (RJF) stake by 3.3% in Q2 2026, buying an estimated $8.65K and bringing the position to 1,803 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

NewEdge Wealth first reported a position in RJF in Q1 2021 and has held it in 12 quarters since. The position peaked at $512K in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • NewEdge Wealth held 1,803 shares of Raymond James Financial worth $274K as of Q2 2026.
  • NewEdge Wealth bought 57 Raymond James Financial shares in Q2 2026, an estimated $8.65K.
  • Raymond James Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1070 holding.
  • NewEdge Wealth first reported a position in Raymond James Financial in Q1 2021 and has held it in 12 quarters since.
  • NewEdge Wealth's Raymond James Financial position peaked at $512K in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.