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Sequoia Financial Advisors’s Raymond James Financial RJF Stock Holding History

Sequoia Financial 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 		$1.63M Buy
10,707
+1,706
+19% +$259K 0.01% 721
2026
Q1 		$1.3M Sell
9,001
-236
-3% -$37.4K 0.01% 779
2025
Q4 		$1.48M Buy
9,237
+2,589
+39% +$418K 0.01% 705
2025
Q3 		$1.15M Buy
6,648
+898
+16% +$149K 0.01% 721
2025
Q2 		$882K Buy
5,750
+2,520
+78% +$361K 0.01% 740
2025
Q1 		$449K Buy
3,230
+261
+9% +$40.5K ﹤0.01% 897
2024
Q4 		$461K Buy
2,969
+587
+25% +$88.7K ﹤0.01% 836
2024
Q3 		$292K Sell
2,382
-114
-5% -$13.3K ﹤0.01% 981
2024
Q2 		$309K Buy
2,496
+343
+16% +$42.3K ﹤0.01% 882
2024
Q1 		$277K Sell
2,153
-789
-27% -$91.9K ﹤0.01% 895
2023
Q4 		$328K Buy
+2,942
New +$303K ﹤0.01% 888

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

Sequoia Financial Advisors's RJF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Raymond James Financial (RJF) stake by 19% in Q2 2026, buying an estimated $259K and bringing the position to 10,707 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #721.

Sequoia Financial Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sequoia Financial Advisors held 10,707 shares of Raymond James Financial worth $1.63M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,706 Raymond James Financial shares in Q2 2026, an estimated $259K.
  • Raymond James Financial made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #721 holding.
  • Sequoia Financial Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.