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Sagespring Wealth Partners’s Raymond James Financial RJF Stock Holding History

Sagespring 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 		$306K Buy
2,012
+278
+16% +$42.2K ﹤0.01% 682
2026
Q1 		$251K Sell
1,734
-281
-14% -$44.6K ﹤0.01% 717
2025
Q4 		$324K Sell
2,015
-508
-20% -$82K 0.01% 599
2025
Q3 		$436K Buy
2,523
+123
+5% +$20.4K 0.01% 496
2025
Q2 		$368K Buy
2,400
+467
+24% +$66.9K 0.01% 518
2025
Q1 		$269K Buy
1,933
+347
+22% +$53.9K 0.01% 547
2024
Q4 		$246K Buy
+1,586
New +$240K 0.01% 530

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

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

Sagespring Wealth Partners increased its Raymond James Financial (RJF) stake by 16% in Q2 2026, buying an estimated $42.2K and bringing the position to 2,012 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Sagespring Wealth Partners first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sagespring Wealth Partners held 2,012 shares of Raymond James Financial worth $306K as of Q2 2026.
  • Sagespring Wealth Partners bought 278 Raymond James Financial shares in Q2 2026, an estimated $42.2K.
  • Raymond James Financial made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #682 holding.
  • Sagespring Wealth Partners first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Raymond James Financial position peaked at $436K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.