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OneDigital Investment Advisors’s Raymond James Financial RJF Stock Holding History

OneDigital Investment 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 		$6.04M Sell
39,704
-207
-0.5% -$31.4K 0.05% 282
2026
Q1 		$5.78M Sell
39,911
-763
-2% -$121K 0.06% 257
2025
Q4 		$6.53M Buy
40,674
+3,087
+8% +$498K 0.06% 229
2025
Q3 		$6.49M Sell
37,587
-269
-0.7% -$44.6K 0.07% 220
2025
Q2 		$5.81M Buy
37,856
+54
+0.1% +$7.73K 0.06% 225
2025
Q1 		$5.25M Sell
37,802
-2,476
-6% -$384K 0.06% 222
2024
Q4 		$6.26M Sell
40,278
-463
-1% -$69.9K 0.07% 204
2024
Q3 		$4.99M Sell
40,741
-995
-2% -$116K 0.06% 248
2024
Q2 		$5.16M Buy
41,736
+3,718
+10% +$459K 0.06% 228
2024
Q1 		$4.88M Sell
38,018
-3,953
-9% -$461K 0.08% 202
2023
Q4 		$4.68M Sell
41,971
-2,117
-5% -$218K 0.08% 193
2023
Q3 		$4.43M Buy
44,088
+36,181
+458% +$3.83M 0.1% 167
2023
Q2 		$820K Buy
7,907
+53
+0.7% +$4.92K 0.02% 465
2023
Q1 		$733K Buy
7,854
+113
+1% +$12K 0.02% 486
2022
Q4 		$827K Buy
+7,741
New +$869K 0.02% 400

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

OneDigital Investment Advisors's RJF Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Raymond James Financial (RJF) stake by 0.52% in Q2 2026, selling an estimated $31.4K and leaving 39,704 shares worth $6.04M. The position accounts for 0.05% of the portfolio, ranked #282.

OneDigital Investment Advisors first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.53M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • OneDigital Investment Advisors held 39,704 shares of Raymond James Financial worth $6.04M as of Q2 2026.
  • OneDigital Investment Advisors sold 207 Raymond James Financial shares in Q2 2026, an estimated $31.4K.
  • Raymond James Financial made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #282 holding.
  • OneDigital Investment Advisors first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's Raymond James Financial position peaked at $6.53M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.