Schneider Downs Wealth Management Advisors’s Raymond James Financial RJF Stock Holding History

Schneider Downs Wealth Management 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 Q1	$3.12M	Sell	21,546 -42	-0.2%	-$6.66K	0.34%	31
2025 Q4	$3.47M	Hold	21,588	–	–	0.39%	30
2025 Q3	$3.73M	Buy	21,588 +42	+0.2%	+$6.96K	0.44%	29
2025 Q2	$3.3M	Hold	21,546	–	–	0.49%	30
2025 Q1	$2.99M	Hold	21,546	–	–	0.54%	29
2024 Q4	$3.35M	Hold	21,546	–	–	0.63%	27
2024 Q3	$2.64M	Buy	21,546 +16,901	+364%	+$1.97M	0.54%	27
2024 Q2	$574K	Hold	4,645	–	–	0.13%	65
2024 Q1	$597K	Sell	4,645 -5,140	-53%	-$599K	0.14%	65
2023 Q4	$1.09M	Hold	9,785	–	–	0.28%	44
2023 Q3	$983K	Hold	9,785	–	–	0.23%	43
2023 Q2	$1.02M	Hold	9,785	–	–	0.23%	44
2023 Q1	$913K	Buy	9,785 +477	+5%	+$50.5K	0.19%	46
2022 Q4	$995K	Sell	9,308 -360	-4%	-$40.4K	0.22%	46
2022 Q3	$955K	Buy	9,668 +638	+7%	+$64.6K	0.28%	37
2022 Q2	$807K	Buy	+9,030	New	+$885K	0.23%	45

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's RJF Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Raymond James Financial (RJF) stake by 0.19% in Q1 2026, selling an estimated $6.66K and leaving 21,546 shares worth $3.12M. The position accounts for 0.34% of the portfolio, ranked #31.

Schneider Downs Wealth Management Advisors first reported a position in RJF in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.73M in Q3 2025. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Schneider Downs Wealth Management Advisors held 21,546 shares of Raymond James Financial worth $3.12M as of Q1 2026.
Schneider Downs Wealth Management Advisors sold 42 Raymond James Financial shares in Q1 2026, an estimated $6.66K.
Raymond James Financial made up 0.34% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #31 holding.
Schneider Downs Wealth Management Advisors first reported a position in Raymond James Financial in Q2 2022 and has held it in 16 quarters since.
Schneider Downs Wealth Management Advisors's Raymond James Financial position peaked at $3.73M in Q3 2025.
918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.