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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
Q2 		$3.32M Buy
21,840
+294
+1% +$44.6K 0.31% 35
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
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

Schneider Downs Wealth Management Advisors's RJF Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Raymond James Financial (RJF) stake by 1.4% in Q2 2026, buying an estimated $44.6K and bringing the position to 21,840 shares worth $3.32M. The position accounts for 0.31% of the portfolio, ranked #35.

Schneider Downs Wealth Management Advisors first reported a position in RJF in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.73M in Q3 2025. 902 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 21,840 shares of Raymond James Financial worth $3.32M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 294 Raymond James Financial shares in Q2 2026, an estimated $44.6K.
  • Raymond James Financial made up 0.31% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #35 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Raymond James Financial in Q2 2022 and has held it in 17 quarters since.
  • Schneider Downs Wealth Management Advisors's Raymond James Financial position peaked at $3.73M in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.