Prestige Wealth Management Group’s Raymond James Financial RJF Stock Holding History

Prestige Wealth Management 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	$16.9K	Hold	111	–	–	﹤0.01%	368
2026 Q1	$16.1K	Hold	111	–	–	﹤0.01%	362
2025 Q4	$17.8K	Hold	111	–	–	﹤0.01%	360
2025 Q3	$19.2K	Hold	111	–	–	﹤0.01%	366
2025 Q2	$17K	Hold	111	–	–	﹤0.01%	370
2025 Q1	$15.4K	Hold	111	–	–	﹤0.01%	380
2024 Q4	$17.2K	Hold	111	–	–	﹤0.01%	378
2024 Q3	$13.6K	Hold	111	–	–	﹤0.01%	405
2024 Q2	$13.7K	Hold	111	–	–	﹤0.01%	364
2024 Q1	$14.3K	Hold	111	–	–	﹤0.01%	391
2023 Q4	$12.4K	Hold	111	–	–	﹤0.01%	411
2023 Q3	$11.2K	Hold	111	–	–	﹤0.01%	419
2023 Q2	$11.6K	Hold	111	–	–	﹤0.01%	440
2023 Q1	$10.4K	Hold	111	–	–	﹤0.01%	430
2022 Q4	$11.9K	Hold	111	–	–	﹤0.01%	430
2022 Q3	$11K	Hold	111	–	–	﹤0.01%	407
2022 Q2	$10K	Hold	111	–	–	﹤0.01%	440
2022 Q1	$12K	Hold	111	–	–	﹤0.01%	431
2021 Q4	$11K	Hold	111	–	–	﹤0.01%	472
2021 Q3	$10K	Hold	111	–	–	﹤0.01%	489
2021 Q2	$10K	Hold	111	–	–	﹤0.01%	484
2021 Q1	$9K	Hold	111	–	–	﹤0.01%	498
2020 Q4	$7K	Buy	111 +6	+6%	+$343	﹤0.01%	514
2020 Q3	$5K	Hold	105	–	–	﹤0.01%	544
2020 Q2	$5K	Hold	105	–	–	﹤0.01%	528
2020 Q1	$4K	Buy	+105	New	+$5.92K	﹤0.01%	542
2019 Q1	–	Sell	-144	Closed	-$7K	–	991
2018 Q4	$7K	Buy	+144	New	+$7.67K	0.01%	518

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 $3.37T AUM 44.26% 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

Prestige Wealth Management Group's RJF Position: Q2 2026 in Review

Prestige Wealth Management Group held its Raymond James Financial (RJF) position steady in Q2 2026 at 111 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Prestige Wealth Management Group first reported a position in RJF in Q4 2018 and has held it in 27 quarters since. The position peaked at $19.2K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Prestige Wealth Management Group held 111 shares of Raymond James Financial worth $16.9K as of Q2 2026.
Prestige Wealth Management Group left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #368 holding.
Prestige Wealth Management Group first reported a position in Raymond James Financial in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Raymond James Financial position peaked at $19.2K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.