Northwestern Mutual Wealth Management
RJF icon

Northwestern Mutual Wealth Management’s Raymond James Financial RJF Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$620K Buy
4,283
+552
+15% +$87.6K ﹤0.01% 1491
2025
Q4 		$599K Buy
3,731
+319
+9% +$51.5K ﹤0.01% 1469
2025
Q3 		$589K Buy
3,412
+99
+3% +$16.4K ﹤0.01% 1414
2025
Q2 		$508K Sell
3,313
-46
-1% -$6.59K ﹤0.01% 1378
2025
Q1 		$467K Sell
3,359
-116
-3% -$18K ﹤0.01% 1360
2024
Q4 		$540K Buy
3,475
+289
+9% +$43.7K ﹤0.01% 1302
2024
Q3 		$390K Buy
3,186
+221
+7% +$25.8K ﹤0.01% 1394
2024
Q2 		$367K Buy
2,965
+404
+16% +$49.9K ﹤0.01% 1363
2024
Q1 		$329K Sell
2,561
-7
-0.3% -$816 ﹤0.01% 1371
2023
Q4 		$286K Sell
2,568
-716
-22% -$73.7K ﹤0.01% 1389
2023
Q3 		$330K Sell
3,284
-306
-9% -$32.4K ﹤0.01% 1297
2023
Q2 		$373K Buy
3,590
+77
+2% +$7.15K ﹤0.01% 1257
2023
Q1 		$328K Buy
3,513
+94
+3% +$9.96K ﹤0.01% 1267
2022
Q4 		$365K Buy
3,419
+100
+3% +$11.2K ﹤0.01% 1216
2022
Q3 		$328K Sell
3,319
-50
-1% -$5.06K ﹤0.01% 1222
2022
Q2 		$302K Buy
3,369
+649
+24% +$63.6K ﹤0.01% 1252
2022
Q1 		$299K Sell
2,720
-2,998
-52% -$318K ﹤0.01% 1283
2021
Q4 		$574K Buy
5,718
+1,177
+26% +$116K ﹤0.01% 1018
2021
Q3 		$419K Buy
4,541
+141
+3% +$12.6K ﹤0.01% 1060
2021
Q2 		$381K Sell
4,400
-123
-3% -$10.7K ﹤0.01% 1080
2021
Q1 		$370K Sell
4,523
-1,239
-22% -$92.3K ﹤0.01% 1026
2020
Q4 		$368K Sell
5,762
-277
-5% -$15.9K ﹤0.01% 928
2020
Q3 		$293K Buy
6,039
+135
+2% +$6.54K ﹤0.01% 911
2020
Q2 		$271K Sell
5,904
-2,228
-27% -$100K ﹤0.01% 868
2020
Q1 		$342K Buy
8,132
+4,727
+139% +$267K ﹤0.01% 734
2019
Q4 		$203K Buy
3,405
+9
+0.3% +$519 ﹤0.01% 938
2019
Q3 		$187K Buy
3,396
+6
+0.2% +$326 ﹤0.01% 918
2019
Q2 		$191K Hold
3,390
– – ﹤0.01% 903
2019
Q1 		$181K Buy
3,390
+396
+13% +$21.2K ﹤0.01% 893
2018
Q4 		$148K Buy
2,994
+64
+2% +$3.41K ﹤0.01% 871
2018
Q3 		$180K Buy
2,930
+884
+43% +$54.5K ﹤0.01% 834
2018
Q2 		$122K Sell
2,046
-101
-5% -$6.27K ﹤0.01% 924
2018
Q1 		$128K Sell
2,147
-484
-18% -$30.1K ﹤0.01% 880
2017
Q4 		$157K Buy
2,631
+102
+4% +$5.88K ﹤0.01% 796
2017
Q3 		$142K Sell
2,529
-12
-0.5% -$647 ﹤0.01% 794
2017
Q2 		$136K Sell
2,541
-81
-3% -$4.08K ﹤0.01% 786
2017
Q1 		$133K Sell
2,622
-501
-16% -$25.5K ﹤0.01% 748
2016
Q4 		$145K Sell
3,123
-174,810
-98% -$7.73M ﹤0.01% 720
2016
Q3 		$6.91M Buy
177,933
+2,809
+2% +$104K 0.46% 55
2016
Q2 		$5.76M Sell
175,124
-86,725
-33% -$2.97M 0.08% 158
2016
Q1 		$8.31M Buy
261,849
+2,590
+1% +$79.5K 0.13% 122
2015
Q4 		$10M Buy
259,259
+34,131
+15% +$1.27M 0.2% 98
2015
Q3 		$7.45M Buy
225,128
+177,882
+377% +$6.59M 0.18% 111
2015
Q2 		$1.88M Buy
47,246
+8,142
+21% +$316K 0.05% 204
2015
Q1 		$1.48M Buy
39,104
+39,056
+81,367% +$1.46M 0.04% 215
2014
Q4 		$2K Buy
+48
New +$1.76K ﹤0.01% 1543

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management's RJF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Raymond James Financial (RJF) stake by 15% in Q1 2026, buying an estimated $87.6K and bringing the position to 4,283 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Northwestern Mutual Wealth Management first reported a position in RJF in Q4 2014 and has held it in 46 quarters since. The position peaked at $10M in Q4 2015. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 4,283 shares of Raymond James Financial worth $620K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 552 Raymond James Financial shares in Q1 2026, an estimated $87.6K.
  • Raymond James Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1491 holding.
  • Northwestern Mutual Wealth Management first reported a position in Raymond James Financial in Q4 2014 and has held it in 46 quarters since.
  • Northwestern Mutual Wealth Management's Raymond James Financial position peaked at $10M in Q4 2015.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.