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Pinnacle Wealth Management Advisory Group’s Raymond James Financial RJF Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		$309K Sell
2,135
-1,293
-38% -$205K 0.02% 399
2025
Q4 		$551K Buy
3,428
+39
+1% +$6.3K 0.04% 254
2025
Q3 		$585K Buy
3,389
+24
+0.7% +$3.98K 0.04% 206
2025
Q2 		$516K Buy
3,365
+223
+7% +$31.9K 0.04% 215
2025
Q1 		$436K Buy
3,142
+121
+4% +$18.8K 0.04% 226
2024
Q4 		$469K Hold
3,021
– – 0.04% 207
2024
Q3 		$370K Sell
3,021
-24
-0.8% -$2.8K 0.04% 241
2024
Q2 		$376K Buy
3,045
+64
+2% +$7.9K 0.04% 236
2024
Q1 		$383K Buy
2,981
+2
+0.1% +$233 0.04% 224
2023
Q4 		$332K Buy
2,979
+219
+8% +$22.5K 0.04% 232
2023
Q3 		$277K Buy
2,760
+15
+0.5% +$1.59K 0.04% 243
2023
Q2 		$285K Sell
2,745
-833
-23% -$77.3K 0.04% 241
2023
Q1 		$334K Buy
3,578
+681
+24% +$72.1K 0.05% 227
2022
Q4 		$310K Buy
2,897
+122
+4% +$13.7K 0.05% 217
2022
Q3 		$274K Buy
2,775
+459
+20% +$46.5K 0.05% 220
2022
Q2 		$207K Buy
+2,316
New +$227K 0.03% 270

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's RJF Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Raymond James Financial (RJF) stake by 38% in Q1 2026, selling an estimated $205K and leaving 2,135 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #399.

Pinnacle Wealth Management Advisory Group first reported a position in RJF in Q2 2022 and has held it in 16 quarters since. The position peaked at $585K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,135 shares of Raymond James Financial worth $309K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,293 Raymond James Financial shares in Q1 2026, an estimated $205K.
  • Raymond James Financial made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #399 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Raymond James Financial in Q2 2022 and has held it in 16 quarters since.
  • Pinnacle Wealth Management Advisory Group's Raymond James Financial position peaked at $585K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.