Principle Wealth Partners’s Raymond James Financial RJF Stock Holding History

Principle Wealth Partners’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	$304K	Hold	2,000	–	–	0.02%	328
2026 Q1	$290K	Sell	2,000 -5	-0.2%	-$793	0.02%	321
2025 Q4	$322K	Hold	2,005	–	–	0.02%	300
2025 Q3	$346K	Hold	2,005	–	–	0.02%	285
2025 Q2	$308K	Buy	2,005 +5	+0.3%	+$716	0.02%	299
2025 Q1	$278K	Hold	2,000	–	–	0.02%	300
2024 Q4	$311K	Sell	2,000 -225	-10%	-$34K	0.02%	279
2024 Q3	$272K	Hold	2,225	–	–	0.02%	297
2024 Q2	$275K	Hold	2,225	–	–	0.02%	289
2024 Q1	$286K	Hold	2,225	–	–	0.02%	289
2023 Q4	$248K	Hold	2,225	–	–	0.02%	299
2023 Q3	$223K	Hold	2,225	–	–	0.02%	296
2023 Q2	$231K	Hold	2,225	–	–	0.02%	298
2023 Q1	$208K	Hold	2,225	–	–	0.02%	307
2022 Q4	$238K	Hold	2,225	–	–	0.03%	282
2022 Q3	$220K	Buy	+2,225	New	+$225K	0.02%	275
2022 Q2	–	Sell	-2,225	Closed	-$245K	–	323
2022 Q1	$245K	Sell	2,225 -400	-15%	-$42.4K	0.03%	287
2021 Q4	$264K	Hold	2,625	–	–	0.03%	276
2021 Q3	$242K	Hold	2,625	–	–	0.03%	284
2021 Q2	$227K	Hold	2,625	–	–	0.03%	296
2021 Q1	$214K	Buy	+2,625	New	+$196K	0.03%	274
2020 Q3	–	Sell	-2,625	Closed	-$120K	–	369
2020 Q2	$120K	Buy	+2,625	New	+$118K	0.04%	190

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

Principle Wealth Partners's RJF Position: Q2 2026 in Review

Principle Wealth Partners held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,000 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #328.

Principle Wealth Partners first reported a position in RJF in Q2 2020 and has held it in 22 quarters since. The position peaked at $346K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Principle Wealth Partners held 2,000 shares of Raymond James Financial worth $304K as of Q2 2026.
Principle Wealth Partners left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #328 holding.
Principle Wealth Partners first reported a position in Raymond James Financial in Q2 2020 and has held it in 22 quarters since.
Principle Wealth Partners's Raymond James Financial position peaked at $346K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.