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One Plus One Wealth Management’s Raymond James Financial RJF Stock Holding History

One Plus One 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
Q2 		$972K Sell
6,394
-56
-0.9% -$8.5K 0.42% 52
2026
Q1 		$934K Sell
6,450
-683
-10% -$108K 0.39% 51
2025
Q4 		$1.15M Sell
7,133
-115
-2% -$18.6K 0.53% 45
2025
Q3 		$1.25M Sell
7,248
-311
-4% -$51.5K 0.61% 43
2025
Q2 		$1.16M Buy
7,559
+1
+0% +$143 0.63% 42
2025
Q1 		$1.05M Sell
7,558
-299
-4% -$46.4K 0.57% 44
2024
Q4 		$1.22M Buy
7,857
+1
+0% +$151 0.72% 39
2024
Q3 		$962K Sell
7,856
-273
-3% -$31.9K 0.57% 39
2024
Q2 		$1M Sell
8,129
-272
-3% -$33.6K 0.58% 38
2024
Q1 		$1.08M Sell
8,401
-99
-1% -$11.5K 0.62% 39
2023
Q4 		$948K Sell
8,500
-199
-2% -$20.5K 0.58% 38
2023
Q3 		$874K Sell
8,699
-1,799
-17% -$190K 0.57% 40
2023
Q2 		$1.09M Sell
10,498
-1,364
-11% -$127K 0.7% 36
2023
Q1 		$1.11M Sell
11,862
-199
-2% -$21.1K 0.78% 33
2022
Q4 		$1.29M Sell
12,061
-49
-0.4% -$5.5K 0.9% 32
2022
Q3 		$1.2M Sell
12,110
-149
-1% -$15.1K 0.97% 32
2022
Q2 		$1.1M Sell
12,259
-278
-2% -$27.2K 0.83% 36
2022
Q1 		$1.38M Sell
12,537
-600
-5% -$63.6K 0.91% 30
2021
Q4 		$1.32M Sell
13,137
-59
-0.4% -$5.83K 0.91% 31
2021
Q3 		$1.22M Sell
13,196
-57
-0.4% -$5.11K 0.88% 27
2021
Q2 		$1.15M Sell
13,253
-288
-2% -$25.1K 0.79% 28
2021
Q1 		$1.11M Buy
+13,541
New +$1.01M 0.86% 25

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

One Plus One Wealth Management's RJF Position: Q2 2026 in Review

One Plus One Wealth Management reduced its Raymond James Financial (RJF) stake by 0.87% in Q2 2026, selling an estimated $8.5K and leaving 6,394 shares worth $972K. The position accounts for 0.42% of the portfolio, ranked #52.

One Plus One Wealth Management first reported a position in RJF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.38M in Q1 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • One Plus One Wealth Management held 6,394 shares of Raymond James Financial worth $972K as of Q2 2026.
  • One Plus One Wealth Management sold 56 Raymond James Financial shares in Q2 2026, an estimated $8.5K.
  • Raymond James Financial made up 0.42% of One Plus One Wealth Management's portfolio in Q2 2026, its #52 holding.
  • One Plus One Wealth Management first reported a position in Raymond James Financial in Q1 2021 and has held it in 22 quarters since.
  • One Plus One Wealth Management's Raymond James Financial position peaked at $1.38M in Q1 2022.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.