Novak & Powell Financial Services’s Raymond James Financial RJF Stock Holding History

Novak & Powell Financial Services’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	$445K	Hold	3,073	–	–	0.24%	90
2025 Q4	$493K	Hold	3,073	–	–	0.26%	85
2025 Q3	$530K	Hold	3,073	–	–	0.28%	80
2025 Q2	$471K	Hold	3,073	–	–	0.33%	73
2025 Q1	$427K	Hold	3,073	–	–	0.27%	86
2024 Q4	$477K	Hold	3,073	–	–	0.28%	81
2024 Q3	$376K	Hold	3,073	–	–	0.22%	93
2024 Q2	$380K	Sell	3,073 -3	-0.1%	-$370	0.24%	90
2024 Q1	$395K	Hold	3,076	–	–	0.3%	77
2023 Q4	$343K	Buy	+3,076	New	+$317K	0.23%	94

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Novak & Powell Financial Services's RJF Position: Q1 2026 in Review

Novak & Powell Financial Services held its Raymond James Financial (RJF) position steady in Q1 2026 at 3,073 shares worth $445K. The position accounts for 0.24% of the portfolio, ranked #90.

Novak & Powell Financial Services first reported a position in RJF in Q4 2023 and has held it in 10 quarters since. The position peaked at $530K in Q3 2025. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Novak & Powell Financial Services held 3,073 shares of Raymond James Financial worth $445K as of Q1 2026.
Novak & Powell Financial Services left its Raymond James Financial share count unchanged in Q1 2026.
Raymond James Financial made up 0.24% of Novak & Powell Financial Services's portfolio in Q1 2026, its #90 holding.
Novak & Powell Financial Services first reported a position in Raymond James Financial in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Raymond James Financial position peaked at $530K in Q3 2025.
918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.