RFG - Bristol Wealth Advisors’s Raymond James Financial RJF Stock Holding History

RFG - Bristol Wealth 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 Q3	$1.15M	Sell	7,289 -43	-0.6%	-$7.38K	0.27%	69
2026 Q2	$1.11M	Sell	7,332 -7	-0.1%	-$1.06K	0.27%	73
2026 Q1	$1.06M	Sell	7,339 -189	-3%	-$30K	0.29%	67
2025 Q4	$1.21M	Sell	7,528 -1,334	-15%	-$215K	0.34%	64
2025 Q3	$1.53M	Sell	8,862 -212	-2%	-$35.1K	0.44%	54
2025 Q2	$1.39M	Sell	9,074 -443	-5%	-$63.4K	0.43%	52
2025 Q1	$1.32M	Sell	9,517 -279	-3%	-$43.3K	0.44%	49
2024 Q4	$1.52M	Buy	+9,796	New	+$1.48M	0.5%	46

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

RFG - Bristol Wealth Advisors's RJF Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its Raymond James Financial (RJF) stake by 0.59% in Q3 2026, selling an estimated $7.38K and leaving 7,289 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #69.

RFG - Bristol Wealth Advisors first reported a position in RJF in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

RFG - Bristol Wealth Advisors held 7,289 shares of Raymond James Financial worth $1.15M as of Q3 2026.
RFG - Bristol Wealth Advisors sold 43 Raymond James Financial shares in Q3 2026, an estimated $7.38K.
Raymond James Financial made up 0.27% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #69 holding.
RFG - Bristol Wealth Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's Raymond James Financial position peaked at $1.53M in Q3 2025.
36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.