Q1WB
RJF icon

Quest 10 Wealth Builders’s Raymond James Financial RJF Stock Holding History

Quest 10 Wealth Builders’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 		$3.48K Buy
24
+21
+700% +$3.33K ﹤0.01% 565
2025
Q4 		$416 Hold
3
– – ﹤0.01% 699
2025
Q3 		$447 Hold
3
– – ﹤0.01% 782
2025
Q2 		$397 Hold
3
– – ﹤0.01% 695
2025
Q1 		$360 Buy
+3
New +$466 ﹤0.01% 693

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

Quest 10 Wealth Builders's RJF Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its Raymond James Financial (RJF) stake by 700% in Q1 2026, buying an estimated $3.33K and bringing the position to 24 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Quest 10 Wealth Builders first reported a position in RJF in Q1 2025 and has held it in 5 quarters since. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Quest 10 Wealth Builders held 24 shares of Raymond James Financial worth $3.48K as of Q1 2026.
  • Quest 10 Wealth Builders bought 21 Raymond James Financial shares in Q1 2026, an estimated $3.33K.
  • Raymond James Financial made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #565 holding.
  • Quest 10 Wealth Builders first reported a position in Raymond James Financial in Q1 2025 and has held it in 5 quarters since.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.