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RBA Wealth Management’s Raymond James Financial RJF Stock Holding History

RBA Wealth 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
-1,253
Closed -$201K – 97
2025
Q4 		$201K Sell
1,253
-202
-14% -$32.6K 0.07% 94
2025
Q3 		$251K Sell
1,455
-68
-4% -$11.3K 0.09% 86
2025
Q2 		$234K Sell
1,523
-44
-3% -$6.3K 0.09% 91
2025
Q1 		$218K Hold
1,567
– – 0.09% 91
2024
Q4 		$243K Buy
+1,567
New +$237K 0.09% 81
2024
Q3 		– Sell
-1,788
Closed -$221K – 94
2024
Q2 		$221K Sell
1,788
-17
-0.9% -$2.1K 0.09% 85
2024
Q1 		$232K Sell
1,805
-310
-15% -$36.1K 0.09% 86
2023
Q4 		$236K Sell
2,115
-154
-7% -$15.9K 0.1% 82
2023
Q3 		$228K Sell
2,269
-215
-9% -$22.8K 0.11% 81
2023
Q2 		$258K Sell
2,484
-15
-0.6% -$1.39K 0.12% 80
2023
Q1 		$233K Sell
2,499
-11
-0.4% -$1.17K 0.12% 85
2022
Q4 		$268K Sell
2,510
-505
-17% -$56.7K 0.14% 77
2022
Q3 		$298K Sell
3,015
-390
-11% -$39.5K 0.17% 71
2022
Q2 		$304K Sell
3,405
-543
-14% -$53.2K 0.17% 75
2022
Q1 		$434K Sell
3,948
-1,936
-33% -$205K 0.21% 69
2021
Q4 		$591K Buy
+5,884
New +$582K 0.28% 69
2021
Q1 		– Sell
-8,778
Closed -$560K – 251
2020
Q4 		$560K Sell
8,778
-1,767
-17% -$101K 0.34% 73
2020
Q3 		$512K Sell
10,545
-5,564
-35% -$269K 0.35% 73
2020
Q2 		$739K Sell
16,109
-11,869
-42% -$535K 0.54% 62
2020
Q1 		$1.18M Sell
27,978
-4,611
-14% -$260K 1.02% 39
2019
Q4 		$1.94M Sell
32,589
-3,308
-9% -$191K 1.32% 37
2019
Q3 		$1.97M Sell
35,897
-8,847
-20% -$481K 1.51% 35
2019
Q2 		$2.52M Sell
44,744
-1,881
-4% -$107K 1.95% 26
2019
Q1 		$2.66M Buy
+46,625
New +$2.5M 2.07% 19

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
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

RBA Wealth Management's RJF Position: Q1 2026 in Review

RBA Wealth Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,253 shares — an estimated $201K sold.

RBA Wealth Management first reported a position in RJF in Q1 2019 and held it in 24 quarters. The position peaked at $2.66M in Q1 2019. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • RBA Wealth Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • RBA Wealth Management sold 1,253 Raymond James Financial shares in Q1 2026, an estimated $201K.
  • RBA Wealth Management first reported a position in Raymond James Financial in Q1 2019 and held it in 24 quarters.
  • RBA Wealth Management's Raymond James Financial position peaked at $2.66M in Q1 2019.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.