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Phillip James Consulting’s Raymond James Financial RJF Stock Holding History

Phillip James Consulting’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 		$3.65K Buy
+24
New +$3.64K ﹤0.01% 194
2026
Q1 		– Sell
-18
Closed -$3K – 381
2025
Q4 		$3K Buy
+18
New +$2.91K 0.05% 76

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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

Phillip James Consulting's RJF Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Raymond James Financial (RJF) in Q2 2026: 24 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Phillip James Consulting previously reported a position in RJF as recently as Q4 2025.

Phillip James Consulting first reported a position in RJF in Q4 2025 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Phillip James Consulting held 24 shares of Raymond James Financial worth $3.65K as of Q2 2026.
  • Raymond James Financial was a new Phillip James Consulting position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #194 holding.
  • Phillip James Consulting first reported a position in Raymond James Financial in Q4 2025 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.