Perigon Wealth Management’s Raymond James Financial RJF Stock Holding History

Perigon 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	$205K	Buy	1,414 +10	+0.7%	+$1.59K	﹤0.01%	1211
2025 Q4	$225K	Sell	1,404 -77	-5%	-$12.4K	﹤0.01%	1174
2025 Q3	$256K	Buy	1,481 +34	+2%	+$5.63K	0.01%	1046
2025 Q2	$222K	Buy	+1,447	New	+$207K	0.01%	962
2025 Q1	–	Sell	-1,281	Closed	-$211K	–	1088
2024 Q4	$211K	Buy	+1,281	New	+$193K	0.01%	961

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

Perigon Wealth Management's RJF Position: Q1 2026 in Review

Perigon Wealth Management increased its Raymond James Financial (RJF) stake by 0.71% in Q1 2026, buying an estimated $1.59K and bringing the position to 1,414 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Perigon Wealth Management first reported a position in RJF in Q4 2024 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Perigon Wealth Management held 1,414 shares of Raymond James Financial worth $205K as of Q1 2026.
Perigon Wealth Management bought 10 Raymond James Financial shares in Q1 2026, an estimated $1.59K.
Raymond James Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1211 holding.
Perigon Wealth Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 5 quarters since.
Perigon Wealth Management's Raymond James Financial position peaked at $256K in Q3 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.