Perigon Wealth Management
RJF icon

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
Q3 		$314K Buy
1,985
+380
+24% +$65.2K ﹤0.01% 1121
2026
Q2 		$244K Buy
1,605
+191
+14% +$29K ﹤0.01% 1253
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

Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Perigon Wealth Management's RJF Position: Q3 2026 in Review

Perigon Wealth Management increased its Raymond James Financial (RJF) stake by 24% in Q3 2026, buying an estimated $65.2K and bringing the position to 1,985 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Perigon Wealth Management first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Perigon Wealth Management held 1,985 shares of Raymond James Financial worth $314K as of Q3 2026.
  • Perigon Wealth Management bought 380 Raymond James Financial shares in Q3 2026, an estimated $65.2K.
  • Raymond James Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1121 holding.
  • Perigon Wealth Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.