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

Private 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 		$9.43K Hold
62
– – ﹤0.01% 600
2026
Q1 		$8.98K Hold
62
– – ﹤0.01% 558
2025
Q4 		$9.96K Hold
62
– – ﹤0.01% 513
2025
Q3 		$10.7K Hold
62
– – ﹤0.01% 486
2025
Q2 		$9.51K Buy
62
+1
+2% +$143 ﹤0.01% 505
2025
Q1 		$8.47K Sell
61
-17
-22% -$2.64K ﹤0.01% 528
2024
Q4 		$12.1K Buy
78
+17
+28% +$2.57K ﹤0.01% 419
2024
Q3 		$7.47K Sell
61
-26
-30% -$3.04K ﹤0.01% 565
2024
Q2 		$10.8K Buy
87
+45
+107% +$5.55K ﹤0.01% 427
2024
Q1 		$5.39K Hold
42
– – ﹤0.01% 603
2023
Q4 		$4.68K Buy
+42
New +$4.32K ﹤0.01% 653

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

Private Wealth Management Group held its Raymond James Financial (RJF) position steady in Q2 2026 at 62 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Private Wealth Management Group first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1K in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Private Wealth Management Group held 62 shares of Raymond James Financial worth $9.43K as of Q2 2026.
  • Private Wealth Management Group left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #600 holding.
  • Private Wealth Management Group first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Raymond James Financial position peaked at $12.1K in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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