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Personal CFO Solutions’s Raymond James Financial RJF Stock Holding History

Personal CFO Solutions’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 		$218K Buy
+1,431
New +$217K 0.03% 499
2026
Q1 		– Sell
-1,315
Closed -$211K – 557
2025
Q4 		$211K Sell
1,315
-2
-0.2% -$323 0.03% 490
2025
Q3 		$227K Sell
1,317
-9
-0.7% -$1.49K 0.04% 450
2025
Q2 		$203K Buy
+1,326
New +$190K 0.04% 466
2024
Q4 		– Sell
-2,493
Closed -$305K – 582
2024
Q3 		$305K Buy
2,493
+5
+0.2% +$584 0.04% 419
2024
Q2 		$307K Sell
2,488
-418
-14% -$51.6K 0.05% 373
2024
Q1 		$373K Buy
2,906
+277
+11% +$32.3K 0.06% 335
2023
Q4 		$293K Buy
2,629
+600
+30% +$61.8K 0.05% 380
2023
Q3 		$204K Buy
2,029
+39
+2% +$4.13K 0.04% 431
2023
Q2 		$206K Buy
+1,990
New +$185K 0.04% 437
2022
Q3 		– Sell
-2,829
Closed -$253K – 459
2022
Q2 		$253K Sell
2,829
-124
-4% -$12.2K 0.06% 315
2022
Q1 		$325K Buy
+2,953
New +$313K 0.06% 298

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

Personal CFO Solutions's RJF Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Raymond James Financial (RJF) in Q2 2026: 1,431 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #499 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in RJF as recently as Q4 2025.

Personal CFO Solutions first reported a position in RJF in Q1 2022 and has held it in 12 quarters since. The position peaked at $373K in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Personal CFO Solutions held 1,431 shares of Raymond James Financial worth $218K as of Q2 2026.
  • Raymond James Financial was a new Personal CFO Solutions position in Q2 2026.
  • Raymond James Financial made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #499 holding.
  • Personal CFO Solutions first reported a position in Raymond James Financial in Q1 2022 and has held it in 12 quarters since.
  • Personal CFO Solutions's Raymond James Financial position peaked at $373K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.