Root Financial Partners
RJF icon

Root Financial Partners’s Raymond James Financial RJF Stock Holding History

Root Financial 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
Q3 		$69.2K Buy
+438
New +$75.1K ﹤0.01% 920
2026
Q2 		– Sell
-404
Closed -$58.5K – 2561
2026
Q1 		$58.5K Buy
404
+76
+23% +$12.1K ﹤0.01% 809
2025
Q4 		$52.7K Buy
328
+39
+13% +$6.3K ﹤0.01% 689
2025
Q3 		$49.9K Buy
+289
New +$47.9K ﹤0.01% 672

Other funds holding RJF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

Root Financial Partners's RJF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Raymond James Financial (RJF) in Q3 2026: 438 shares worth $69.2K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RJF as recently as Q1 2026.

Root Financial Partners first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Root Financial Partners held 438 shares of Raymond James Financial worth $69.2K as of Q3 2026.
  • Raymond James Financial was a new Root Financial Partners position in Q3 2026.
  • Raymond James Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #920 holding.
  • Root Financial Partners first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.