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Retirement Wealth Solutions’s Raymond James Financial RJF Stock Holding History

Retirement Wealth Solutions’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
Q3 		$8.62K Buy
55
+7
+15% +$1.2K ﹤0.01% 284
2026
Q2 		$7.36K Sell
48
-1
-2% -$152 ﹤0.01% 276
2026
Q1 		$7.13K Buy
49
+1
+2% +$159 ﹤0.01% 257
2025
Q4 		$7.73K Hold
48
– – ﹤0.01% 252
2025
Q3 		$8.28K Buy
48
+3
+7% +$497 0.01% 244
2025
Q2 		$6.88K Hold
45
– – 0.01% 270
2025
Q1 		$6.21K Hold
45
– – 0.01% 270
2024
Q4 		$6.87K Buy
+45
New +$6.8K 0.01% 267

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Retirement Wealth Solutions's RJF Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Raymond James Financial (RJF) stake by 15% in Q3 2026, buying an estimated $1.2K and bringing the position to 55 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Retirement Wealth Solutions first reported a position in RJF in Q4 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Retirement Wealth Solutions held 55 shares of Raymond James Financial worth $8.62K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 Raymond James Financial shares in Q3 2026, an estimated $1.2K.
  • Raymond James Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #284 holding.
  • Retirement Wealth Solutions first reported a position in Raymond James Financial in Q4 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.