Plante Moran Financial Advisors’s Raymond James Financial RJF Stock Holding History

Plante Moran Financial Advisors’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	$456	Buy	+3	New	+$455	﹤0.01%	1160
2025 Q3	–	Sell	-375	Closed	-$57.5K	–	851
2025 Q2	$57.5K	Hold	375	–	–	﹤0.01%	313
2025 Q1	$52.1K	Buy	+375	New	+$58.2K	﹤0.01%	326
2023 Q1	–	Sell	-78	Closed	-$8.33K	–	884
2022 Q4	$8.33K	Hold	78	–	–	﹤0.01%	605
2022 Q3	$8K	Buy	+78	New	+$7.9K	﹤0.01%	627
2022 Q1	–	Sell	-52	Closed	-$5K	–	968
2021 Q4	$5K	Buy	+52	New	+$5.14K	﹤0.01%	825
2019 Q1	–	Sell	-41	Closed	-$2K	–	906
2018 Q4	$2K	Buy	+41	New	+$2.18K	﹤0.01%	740
2018 Q1	–	Sell	-54	Closed	-$3K	–	1002
2017 Q4	$3K	Buy	+54	New	+$3.11K	﹤0.01%	765

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Plante Moran Financial Advisors's RJF Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Raymond James Financial (RJF) in Q2 2026: 3 shares worth $456. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in RJF as recently as Q2 2025.

Plante Moran Financial Advisors first reported a position in RJF in Q4 2017 and has held it in 8 quarters since. The position peaked at $57.5K in Q2 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of Raymond James Financial worth $456 as of Q2 2026.
Raymond James Financial was a new Plante Moran Financial Advisors position in Q2 2026.
Raymond James Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1160 holding.
Plante Moran Financial Advisors first reported a position in Raymond James Financial in Q4 2017 and has held it in 8 quarters since.
Plante Moran Financial Advisors's Raymond James Financial position peaked at $57.5K in Q2 2025.
903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.