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RJF icon

Revolve Wealth Partners’s Raymond James Financial RJF Stock Holding History

Revolve Wealth Partners’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 		$682K Buy
4,488
+2,410
+116% +$366K 0.07% 159
2026
Q1 		$301K Buy
2,078
+8
+0.4% +$1.27K 0.04% 179
2025
Q4 		$332K Sell
2,070
-8
-0.4% -$1.29K 0.04% 175
2025
Q3 		$359K Buy
2,078
+6
+0.3% +$994 0.04% 162
2025
Q2 		$318K Sell
2,072
-9
-0.4% -$1.29K 0.04% 163
2025
Q1 		$289K Sell
2,081
-30
-1% -$4.66K 0.04% 167
2024
Q4 		$328K Buy
2,111
+9
+0.4% +$1.36K 0.05% 153
2024
Q3 		$257K Buy
2,102
+4
+0.2% +$467 0.04% 170
2024
Q2 		$259K Sell
2,098
-9
-0.4% -$1.11K 0.04% 145
2024
Q1 		$271K Buy
2,107
+13
+0.6% +$1.51K 0.05% 145
2023
Q4 		$233K Sell
2,094
-51
-2% -$5.25K 0.05% 143
2023
Q3 		$215K Buy
+2,145
New +$227K 0.05% 136

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return