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Pursuit Wealth Strategies’s Raymond James Financial RJF Stock Holding History

Pursuit Wealth Strategies’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 		$380K Buy
2,626
+6
+0.2% +$952 0.53% 48
2025
Q4 		$421K Buy
+2,620
New +$423K 0.59% 46

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pursuit Wealth Strategies's RJF Position: Q1 2026 in Review

Pursuit Wealth Strategies increased its Raymond James Financial (RJF) stake by 0.23% in Q1 2026, buying an estimated $952 and bringing the position to 2,626 shares worth $380K. The position accounts for 0.53% of the portfolio, ranked #48.

Pursuit Wealth Strategies first reported a position in RJF in Q4 2025 and has held it in 2 quarters since. The position peaked at $421K in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Pursuit Wealth Strategies held 2,626 shares of Raymond James Financial worth $380K as of Q1 2026.
  • Pursuit Wealth Strategies bought 6 Raymond James Financial shares in Q1 2026, an estimated $952.
  • Raymond James Financial made up 0.53% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #48 holding.
  • Pursuit Wealth Strategies first reported a position in Raymond James Financial in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's Raymond James Financial position peaked at $421K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.