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Private Wealth Asset Management’s Raymond James Financial RJF Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-2
Closed -$321 – 1101
2025
Q4 		$321 Hold
2
– – ﹤0.01% 924
2025
Q3 		$345 Hold
2
– – ﹤0.01% 905
2025
Q2 		$307 Hold
2
– – ﹤0.01% 912
2025
Q1 		$278 Buy
+2
New +$310 ﹤0.01% 1040

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 Wealth Asset Management's RJF Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 2 shares — an estimated $321 sold.

Private Wealth Asset Management first reported a position in RJF in Q1 2025 and held it in 4 quarters. The position peaked at $345 in Q3 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Raymond James Financial shares in Q1 2026, an estimated $321.
  • Private Wealth Asset Management first reported a position in Raymond James Financial in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Raymond James Financial position peaked at $345 in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.