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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
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

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
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

Retirement Wealth Solutions's RJF Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Raymond James Financial (RJF) stake by 2% in Q2 2026, selling an estimated $152 and leaving 48 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Retirement Wealth Solutions first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.28K in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Retirement Wealth Solutions held 48 shares of Raymond James Financial worth $7.36K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 Raymond James Financial share in Q2 2026, an estimated $152.
  • Raymond James Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #276 holding.
  • Retirement Wealth Solutions first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Raymond James Financial position peaked at $8.28K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.