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Rialto Wealth Management’s Raymond James Financial RJF Stock Holding History

Rialto Wealth Management’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 		$3.5K Buy
23
+6
+35% +$911 ﹤0.01% 897
2026
Q1 		$2.46K Buy
17
+4
+31% +$634 ﹤0.01% 793
2025
Q4 		$2.09K Buy
13
+1
+8% +$161 ﹤0.01% 733
2025
Q3 		$2.07K Buy
12
+3
+33% +$497 ﹤0.01% 659
2025
Q2 		$1.38K Sell
9
-5
-36% -$716 ﹤0.01% 719
2025
Q1 		$1.95K Buy
+14
New +$2.17K ﹤0.01% 538

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

Rialto Wealth Management's RJF Position: Q2 2026 in Review

Rialto Wealth Management increased its Raymond James Financial (RJF) stake by 35% in Q2 2026, buying an estimated $911 and bringing the position to 23 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Rialto Wealth Management first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Rialto Wealth Management held 23 shares of Raymond James Financial worth $3.5K as of Q2 2026.
  • Rialto Wealth Management bought 6 Raymond James Financial shares in Q2 2026, an estimated $911.
  • Raymond James Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Rialto Wealth Management first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.