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Plan Group Financial’s Raymond James Financial RJF Stock Holding History

Plan Group Financial’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 		$317K Buy
2,082
+560
+37% +$85K 0.07% 170
2026
Q1 		$220K Buy
+1,522
New +$241K 0.05% 207

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

Plan Group Financial's RJF Position: Q2 2026 in Review

Plan Group Financial increased its Raymond James Financial (RJF) stake by 37% in Q2 2026, buying an estimated $85K and bringing the position to 2,082 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #170.

Plan Group Financial first reported a position in RJF in Q1 2026 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Plan Group Financial held 2,082 shares of Raymond James Financial worth $317K as of Q2 2026.
  • Plan Group Financial bought 560 Raymond James Financial shares in Q2 2026, an estimated $85K.
  • Raymond James Financial made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #170 holding.
  • Plan Group Financial first reported a position in Raymond James Financial in Q1 2026 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.