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Sax Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Sax 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
Q2 		$202K Buy
1,392
+23
+2% +$3.49K 0.01% 524
2026
Q1 		$220K Hold
1,369
– – 0.01% 456
2025
Q4 		$220K Buy
1,369
+13
+1% +$2.1K 0.01% 462
2025
Q3 		$234K Buy
1,356
+11
+0.8% +$1.82K 0.01% 400
2025
Q2 		$206K Buy
+1,345
New +$193K 0.01% 406
2025
Q1 		– Sell
-1,290
Closed -$200K – 382
2024
Q4 		$200K Buy
+1,290
New +$195K 0.02% 320
2024
Q3 		– Sell
-1,732
Closed -$214K – 311
2024
Q2 		$214K Buy
1,732
+22
+1% +$2.71K 0.02% 257
2024
Q1 		$220K Buy
+1,710
New +$199K 0.03% 176

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 $3.38T AUM 44.17% 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

Sax Wealth Advisors's RJF Position: Q2 2026 in Review

Sax Wealth Advisors increased its Raymond James Financial (RJF) stake by 1.7% in Q2 2026, buying an estimated $3.49K and bringing the position to 1,392 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #524.

Sax Wealth Advisors first reported a position in RJF in Q1 2024 and has held it in 8 quarters since. The position peaked at $234K in Q3 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sax Wealth Advisors held 1,392 shares of Raymond James Financial worth $202K as of Q2 2026.
  • Sax Wealth Advisors bought 23 Raymond James Financial shares in Q2 2026, an estimated $3.49K.
  • Raymond James Financial made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #524 holding.
  • Sax Wealth Advisors first reported a position in Raymond James Financial in Q1 2024 and has held it in 8 quarters since.
  • Sax Wealth Advisors's Raymond James Financial position peaked at $234K in Q3 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.