Plan Group Financial
RJF icon

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
Q3 		$400K Buy
2,576
+494
+24% +$84.7K 0.08% 148
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

Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial's RJF Position: Q3 2026 in Review

Plan Group Financial increased its Raymond James Financial (RJF) stake by 24% in Q3 2026, buying an estimated $84.7K and bringing the position to 2,576 shares worth $400K. The position accounts for 0.08% of the portfolio, ranked #148.

Plan Group Financial first reported a position in RJF in Q1 2026 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Plan Group Financial held 2,576 shares of Raymond James Financial worth $400K as of Q3 2026.
  • Plan Group Financial bought 494 Raymond James Financial shares in Q3 2026, an estimated $84.7K.
  • Raymond James Financial made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #148 holding.
  • Plan Group Financial first reported a position in Raymond James Financial in Q1 2026 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.