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Physician Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Physician Wealth Advisors’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 		$10.9K Buy
72
+21
+41% +$3.19K ﹤0.01% 849
2026
Q1 		$7.38K Buy
51
+42
+467% +$6.66K ﹤0.01% 885
2025
Q4 		$1.45K Sell
9
-40
-82% -$6.46K ﹤0.01% 1433
2025
Q3 		$8.46K Buy
+49
New +$8.12K ﹤0.01% 790

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Physician Wealth Advisors's RJF Position: Q2 2026 in Review

Physician Wealth Advisors increased its Raymond James Financial (RJF) stake by 41% in Q2 2026, buying an estimated $3.19K and bringing the position to 72 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Physician Wealth Advisors first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Physician Wealth Advisors held 72 shares of Raymond James Financial worth $10.9K as of Q2 2026.
  • Physician Wealth Advisors bought 21 Raymond James Financial shares in Q2 2026, an estimated $3.19K.
  • Raymond James Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #849 holding.
  • Physician Wealth Advisors first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.