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Private Advisor Group’s Raymond James Financial RJF Stock Holding History

Private Advisor 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 		– Sell
-1,430
Closed -$207K – 2840
2026
Q1 		$207K Sell
1,430
-222
-13% -$35.2K ﹤0.01% 2441
2025
Q4 		$265K Sell
1,652
-166
-9% -$26.8K ﹤0.01% 2238
2025
Q3 		$314K Buy
1,818
+87
+5% +$14.4K ﹤0.01% 2060
2025
Q2 		$265K Buy
+1,731
New +$248K ﹤0.01% 2045
2025
Q1 		– Sell
-2,327
Closed -$362K – 2396
2024
Q4 		$362K Sell
2,327
-250
-10% -$37.8K ﹤0.01% 1757
2024
Q3 		$316K Sell
2,577
-425
-14% -$49.6K ﹤0.01% 1906
2024
Q2 		$371K Buy
3,002
+320
+12% +$39.5K ﹤0.01% 1736
2024
Q1 		$344K Buy
2,682
+93
+4% +$10.8K ﹤0.01% 1754
2023
Q4 		$289K Buy
+2,589
New +$267K ﹤0.01% 1805
2023
Q3 		– Sell
-2,179
Closed -$239K – 2361
2023
Q2 		$239K Buy
+2,179
New +$202K ﹤0.01% 1765
2023
Q1 		– Sell
-2,918
Closed -$203K – 2029
2022
Q4 		$203K Buy
+2,918
New +$327K 0.01% 890
2022
Q3 		– Sell
-3,667
Closed -$328K – 2091
2022
Q2 		$328K Buy
3,667
+356
+11% +$34.9K ﹤0.01% 1605
2022
Q1 		$364K Buy
+3,311
New +$351K ﹤0.01% 1570
2020
Q3 		– Sell
-1,010
Closed -$46K – 3037
2020
Q2 		$46K Buy
+1,010
New +$45.5K ﹤0.01% 2149
2020
Q1 		– Sell
-6,023
Closed -$359K – 1602
2019
Q4 		$359K Buy
+6,023
New +$348K 0.01% 1184

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

Private Advisor Group's RJF Position: Q2 2026 in Review

Private Advisor Group sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 1,430 shares — an estimated $207K sold.

Private Advisor Group first reported a position in RJF in Q4 2019 and held it in 15 quarters. The position peaked at $371K in Q2 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Private Advisor Group reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 1,430 Raymond James Financial shares in Q2 2026, an estimated $207K.
  • Private Advisor Group first reported a position in Raymond James Financial in Q4 2019 and held it in 15 quarters.
  • Private Advisor Group's Raymond James Financial position peaked at $371K in Q2 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.