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Prospera Financial Services’s Raymond James Financial RJF Stock Holding History

Prospera Financial Services’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 		$298K Sell
1,963
-617
-24% -$93.7K ﹤0.01% 1242
2026
Q1 		$374K Buy
2,580
+28
+1% +$4.44K 0.01% 1119
2025
Q4 		$410K Buy
2,552
+292
+13% +$47.1K 0.01% 1008
2025
Q3 		$390K Sell
2,260
-667
-23% -$111K 0.01% 1047
2025
Q2 		$449K Buy
2,927
+19
+0.7% +$2.72K 0.01% 946
2025
Q1 		$404K Buy
2,908
+1,419
+95% +$220K 0.01% 869
2024
Q4 		$231K Buy
+1,489
New +$225K 0.01% 1028
2022
Q3 		– Sell
-620
Closed -$55K – 1424
2022
Q2 		$55K Buy
620
+18
+3% +$1.76K ﹤0.01% 1013
2022
Q1 		$66K Buy
+602
New +$63.8K ﹤0.01% 1258
2020
Q4 		– Sell
-680
Closed -$33K – 1365
2020
Q3 		$33K Buy
+680
New +$32.9K 0.01% 757

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

Prospera Financial Services's RJF Position: Q2 2026 in Review

Prospera Financial Services reduced its Raymond James Financial (RJF) stake by 24% in Q2 2026, selling an estimated $93.7K and leaving 1,963 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Prospera Financial Services first reported a position in RJF in Q3 2020 and has held it in 10 quarters since. The position peaked at $449K in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Prospera Financial Services held 1,963 shares of Raymond James Financial worth $298K as of Q2 2026.
  • Prospera Financial Services sold 617 Raymond James Financial shares in Q2 2026, an estimated $93.7K.
  • Raymond James Financial made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1242 holding.
  • Prospera Financial Services first reported a position in Raymond James Financial in Q3 2020 and has held it in 10 quarters since.
  • Prospera Financial Services's Raymond James Financial position peaked at $449K in Q2 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.