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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

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

Revolve Wealth Partners's RJF Position: Q2 2026 in Review

Revolve Wealth Partners increased its Raymond James Financial (RJF) stake by 116% in Q2 2026, buying an estimated $366K and bringing the position to 4,488 shares worth $682K. The position accounts for 0.07% of the portfolio, ranked #159.

Revolve Wealth Partners first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Revolve Wealth Partners held 4,488 shares of Raymond James Financial worth $682K as of Q2 2026.
  • Revolve Wealth Partners bought 2,410 Raymond James Financial shares in Q2 2026, an estimated $366K.
  • Raymond James Financial made up 0.07% of Revolve Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Revolve Wealth Partners first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.