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Peterson Wealth Services’s Raymond James Financial RJF Stock Holding History

Peterson Wealth Services’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 		$9.43M Buy
62,013
+152
+0.2% +$23.1K 2.06% 11
2026
Q1 		$8.96M Buy
61,861
+931
+2% +$148K 2.21% 13
2025
Q4 		$9.78M Buy
60,930
+27,313
+81% +$4.41M 2.5% 11
2025
Q3 		$10.5M Sell
33,617
-27,716
-45% -$4.59M 2.6% 11
2025
Q2 		$9.41M Buy
61,333
+735
+1% +$105K 2.58% 11
2025
Q1 		$8.42M Sell
60,598
-5,143
-8% -$798K 2.61% 9
2024
Q4 		$10.2M Sell
65,741
-231
-0.4% -$34.9K 3.07% 9
2024
Q3 		$8.08M Buy
65,972
+2,024
+3% +$236K 2.58% 9
2024
Q2 		$7.9M Buy
63,948
+664
+1% +$82K 2.76% 9
2024
Q1 		$8.13M Buy
63,284
+2,963
+5% +$345K 2.96% 8
2023
Q4 		$6.73M Sell
60,321
-4,543
-7% -$468K 2.88% 9
2023
Q3 		$6.51M Buy
64,864
+1,725
+3% +$183K 4.87% 4
2023
Q2 		$6.55M Buy
63,139
+19,920
+46% +$1.85M 3.15% 6
2023
Q1 		$4.03M Buy
43,219
+881
+2% +$93.3K 2.07% 15
2022
Q4 		$4.52M Buy
42,338
+440
+1% +$49.4K 2.59% 9
2022
Q3 		$4.14M Buy
41,898
+499
+1% +$50.5K 2.94% 6
2022
Q2 		$3.7M Buy
41,399
+1,207
+3% +$118K 2.67% 8
2022
Q1 		$4.42M Buy
40,192
+23,210
+137% +$2.46M 2.72% 9
2021
Q4 		$1.71M Buy
+16,982
New +$1.68M 1.13% 38

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

Peterson Wealth Services's RJF Position: Q2 2026 in Review

Peterson Wealth Services increased its Raymond James Financial (RJF) stake by 0.25% in Q2 2026, buying an estimated $23.1K and bringing the position to 62,013 shares worth $9.43M. The position accounts for 2.06% of the portfolio, ranked #11.

Peterson Wealth Services first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Peterson Wealth Services held 62,013 shares of Raymond James Financial worth $9.43M as of Q2 2026.
  • Peterson Wealth Services bought 152 Raymond James Financial shares in Q2 2026, an estimated $23.1K.
  • Raymond James Financial made up 2.06% of Peterson Wealth Services's portfolio in Q2 2026, its #11 holding.
  • Peterson Wealth Services first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Raymond James Financial position peaked at $10.5M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.