Principia Wealth Advisory’s Raymond James Financial RJF Stock Holding History

Principia Wealth Advisory’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	$2.74K	Sell	18 -2	-10%	-$304	﹤0.01%	503
2026 Q1	$2.9K	Buy	20 +7	+54%	+$1.11K	﹤0.01%	421
2025 Q4	$2.09K	Hold	13	–	–	﹤0.01%	453
2025 Q3	$2.24K	Buy	13 +2	+18%	+$331	﹤0.01%	414
2025 Q2	$1.69K	Buy	11 +5	+83%	+$716	﹤0.01%	424
2025 Q1	$818	Buy	6 +3	+100%	+$466	﹤0.01%	445
2024 Q4	$466	Buy	+3	New	+$453	﹤0.01%	565

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

Principia Wealth Advisory's RJF Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Raymond James Financial (RJF) stake by 10% in Q2 2026, selling an estimated $304 and leaving 18 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Principia Wealth Advisory first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Principia Wealth Advisory held 18 shares of Raymond James Financial worth $2.74K as of Q2 2026.
Principia Wealth Advisory sold 2 Raymond James Financial shares in Q2 2026, an estimated $304.
Raymond James Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #503 holding.
Principia Wealth Advisory first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Raymond James Financial position peaked at $2.9K in Q1 2026.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.