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Pinnacle Wealth Planning Services’s Raymond James Financial RJF Stock Holding History

Pinnacle Wealth Planning 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 		$211K Buy
1,388
+1
+0.1% +$152 0.02% 501
2026
Q1 		$201K Buy
1,387
+16
+1% +$2.54K 0.02% 480
2025
Q4 		$220K Sell
1,371
-6
-0.4% -$969 0.02% 441
2025
Q3 		$238K Sell
1,377
-2
-0.1% -$331 0.03% 394
2025
Q2 		$211K Sell
1,379
-125
-8% -$17.9K 0.03% 409
2025
Q1 		$209K Buy
1,504
+53
+4% +$8.23K 0.03% 354
2024
Q4 		$225K Sell
1,451
-660
-31% -$99.7K 0.03% 334
2024
Q3 		$259K Sell
2,111
-1
-0% -$117 0.04% 351
2024
Q2 		$261K Sell
2,112
-16
-0.8% -$1.98K 0.04% 328
2024
Q1 		$273K Hold
2,128
– – 0.04% 325
2023
Q4 		$237K Buy
2,128
+14
+0.7% +$1.44K 0.04% 338
2023
Q3 		$212K Hold
2,114
– – 0.04% 347
2023
Q2 		$219K Sell
2,114
-115
-5% -$10.7K 0.04% 356
2023
Q1 		$208K Sell
2,229
-28
-1% -$2.97K 0.03% 386
2022
Q4 		$241K Buy
2,257
+17
+0.8% +$1.91K 0.04% 309
2022
Q3 		$221K Buy
+2,240
New +$227K 0.04% 308
2021
Q1 		– Sell
-342
Closed -$22K – 1604
2020
Q4 		$22K Buy
+342
New +$19.6K 0.01% 1124

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

Pinnacle Wealth Planning Services's RJF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Raymond James Financial (RJF) stake by 0.07% in Q2 2026, buying an estimated $152 and bringing the position to 1,388 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #501.

Pinnacle Wealth Planning Services first reported a position in RJF in Q4 2020 and has held it in 17 quarters since. The position peaked at $273K in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,388 shares of Raymond James Financial worth $211K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 Raymond James Financial share in Q2 2026, an estimated $152.
  • Raymond James Financial made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #501 holding.
  • Pinnacle Wealth Planning Services first reported a position in Raymond James Financial in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Raymond James Financial position peaked at $273K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.