Phillips Wealth Planners’s Raymond James Financial RJF Stock Holding History

Phillips Wealth Planners’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	$406K	Hold	2,421	–	–	0.3%	106
2026 Q1	$366K	Buy	2,421 +8	+0.3%	+$1.27K	0.28%	122
2025 Q4	$410K	Buy	2,413 +15	+0.6%	+$2.42K	0.33%	98
2025 Q3	$402K	Sell	2,398 -292	-11%	-$48.4K	0.33%	100
2025 Q2	$424K	Buy	2,690 +9	+0.3%	+$1.29K	0.38%	85
2025 Q1	$363K	Buy	2,681 +9	+0.3%	+$1.4K	0.38%	86
2024 Q4	$412K	Hold	2,672	–	–	0.41%	75
2024 Q3	$364K	Buy	2,672 +19	+0.7%	+$2.22K	0.35%	101
2024 Q2	$318K	Hold	2,653	–	–	0.34%	106
2024 Q1	$323K	Buy	2,653 +9	+0.3%	+$1.05K	0.37%	99
2023 Q4	$290K	Buy	2,644 +11	+0.4%	+$1.13K	0.35%	101
2023 Q3	$255K	Buy	2,633 +22	+0.8%	+$2.33K	0.35%	115
2023 Q2	$271K	Hold	2,611	–	–	0.36%	104
2023 Q1	$234K	Buy	2,611 +11	+0.4%	+$1.17K	0.31%	123
2022 Q4	$295K	Buy	+2,600	New	+$292K	0.51%	70

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

Phillips Wealth Planners's RJF Position: Q2 2026 in Review

Phillips Wealth Planners held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,421 shares worth $406K. The position accounts for 0.3% of the portfolio, ranked #106.

Phillips Wealth Planners first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $424K in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Phillips Wealth Planners held 2,421 shares of Raymond James Financial worth $406K as of Q2 2026.
Phillips Wealth Planners left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.3% of Phillips Wealth Planners's portfolio in Q2 2026, its #106 holding.
Phillips Wealth Planners first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
Phillips Wealth Planners's Raymond James Financial position peaked at $424K in Q2 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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