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Peak Planning Group’s Raymond James Financial RJF Stock Holding History

Peak Planning Group’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 		$646K Sell
4,247
-893
-17% -$136K 0.15% 67
2026
Q1 		$744K Sell
5,140
-1,038
-17% -$165K 0.21% 55
2025
Q4 		$992K Sell
6,178
-296
-5% -$47.8K 0.28% 50
2025
Q3 		$1.12M Sell
6,474
-2,130
-25% -$353K 0.58% 28
2025
Q2 		$1.32M Sell
8,604
-685
-7% -$98.1K 0.84% 22
2025
Q1 		$1.29M Buy
9,289
+4
+0% +$621 0.54% 33
2024
Q4 		$1.44M Sell
9,285
-2,293
-20% -$346K 0.6% 31
2024
Q3 		$1.42M Buy
11,578
+2
+0% +$234 0.62% 32
2024
Q2 		$1.43M Buy
+11,576
New +$1.43M 0.7% 27

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

Peak Planning Group's RJF Position: Q2 2026 in Review

Peak Planning Group reduced its Raymond James Financial (RJF) stake by 17% in Q2 2026, selling an estimated $136K and leaving 4,247 shares worth $646K. The position accounts for 0.15% of the portfolio, ranked #67.

Peak Planning Group first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Peak Planning Group held 4,247 shares of Raymond James Financial worth $646K as of Q2 2026.
  • Peak Planning Group sold 893 Raymond James Financial shares in Q2 2026, an estimated $136K.
  • Raymond James Financial made up 0.15% of Peak Planning Group's portfolio in Q2 2026, its #67 holding.
  • Peak Planning Group first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
  • Peak Planning Group's Raymond James Financial position peaked at $1.44M in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.