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Resurgent Financial Advisors’s Raymond James Financial RJF Stock Holding History

Resurgent Financial Advisors’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 		$607K Buy
+3,992
New +$606K 0.17% 133
2023
Q1 		– Sell
-219
Closed -$23.4K – 603
2022
Q4 		$23.4K Buy
+219
New +$24.6K 0.01% 586

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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

Resurgent Financial Advisors's RJF Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Raymond James Financial (RJF) in Q2 2026: 3,992 shares worth $607K. The stake represents 0.17% of the portfolio and ranks #133 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in RJF as recently as Q4 2022.

Resurgent Financial Advisors first reported a position in RJF in Q4 2022 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Resurgent Financial Advisors held 3,992 shares of Raymond James Financial worth $607K as of Q2 2026.
  • Raymond James Financial was a new Resurgent Financial Advisors position in Q2 2026.
  • Raymond James Financial made up 0.17% of Resurgent Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • Resurgent Financial Advisors first reported a position in Raymond James Financial in Q4 2022 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.