PWG
RJF icon

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 0.06% 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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return