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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
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

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Root Financial Partners's RJF Position: Q2 2026 in Review

Root Financial Partners sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 404 shares — an estimated $58.5K sold.

Root Financial Partners first reported a position in RJF in Q3 2025 and held it in 3 quarters. The position peaked at $58.5K in Q1 2026. 311 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Root Financial Partners reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 404 Raymond James Financial shares in Q2 2026, an estimated $58.5K.
  • Root Financial Partners first reported a position in Raymond James Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Raymond James Financial position peaked at $58.5K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.