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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
Q1 		$220K Buy
+1,522
New +$241K 0.05% 207

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

Plan Group Financial's RJF Position: Q1 2026 in Review

Plan Group Financial opened a new position in Raymond James Financial (RJF) in Q1 2026: 1,522 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Plan Group Financial held 1,522 shares of Raymond James Financial worth $220K as of Q1 2026.
  • Raymond James Financial was a new Plan Group Financial position in Q1 2026.
  • Raymond James Financial made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #207 holding.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.