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Portside Wealth Group’s Raymond James Financial RJF Stock Holding History

Portside Wealth Group’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 		$293K Buy
1,927
+126
+7% +$19.1K 0.03% 402
2026
Q1 		$261K Sell
1,801
-370
-17% -$58.7K 0.04% 393
2025
Q4 		$349K Sell
2,171
-139
-6% -$22.4K 0.05% 326
2025
Q3 		$399K Sell
2,310
-62
-3% -$10.3K 0.05% 305
2025
Q2 		$364K Sell
2,372
-97
-4% -$13.9K 0.05% 301
2025
Q1 		$343K Buy
2,469
+132
+6% +$20.5K 0.06% 296
2024
Q4 		$363K Sell
2,337
-158
-6% -$23.9K 0.06% 279
2024
Q3 		$306K Buy
2,495
+93
+4% +$10.9K 0.05% 304
2024
Q2 		$297K Sell
2,402
-1,236
-34% -$153K 0.06% 281
2024
Q1 		$467K Buy
3,638
+132
+4% +$15.4K 0.09% 224
2023
Q4 		$391K Sell
3,506
-129
-4% -$13.3K 0.07% 235
2023
Q3 		$367K Sell
3,635
-54
-1% -$5.71K 0.07% 228
2023
Q2 		$383K Buy
+3,689
New +$343K 0.07% 225

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

Portside Wealth Group's RJF Position: Q2 2026 in Review

Portside Wealth Group increased its Raymond James Financial (RJF) stake by 7% in Q2 2026, buying an estimated $19.1K and bringing the position to 1,927 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #402.

Portside Wealth Group first reported a position in RJF in Q2 2023 and has held it in 13 quarters since. The position peaked at $467K in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Portside Wealth Group held 1,927 shares of Raymond James Financial worth $293K as of Q2 2026.
  • Portside Wealth Group bought 126 Raymond James Financial shares in Q2 2026, an estimated $19.1K.
  • Raymond James Financial made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #402 holding.
  • Portside Wealth Group first reported a position in Raymond James Financial in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Raymond James Financial position peaked at $467K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.