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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Perigon Wealth Management's RJF Position: Q2 2026 in Review

Perigon Wealth Management increased its Raymond James Financial (RJF) stake by 14% in Q2 2026, buying an estimated $29K and bringing the position to 1,605 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Perigon Wealth Management first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Perigon Wealth Management held 1,605 shares of Raymond James Financial worth $244K as of Q2 2026.
Perigon Wealth Management bought 191 Raymond James Financial shares in Q2 2026, an estimated $29K.
Raymond James Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1253 holding.
Perigon Wealth Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
Perigon Wealth Management's Raymond James Financial position peaked at $256K in Q3 2025.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.