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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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. 162 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.
162 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.