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SHP Wealth Management’s Raymond James Financial RJF Stock Holding History

SHP Wealth Management’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 		$7.71K Sell
51
-9
-15% -$1.37K ﹤0.01% 1050
2026
Q1 		$8.65K Buy
60
+41
+216% +$6.5K ﹤0.01% 941
2025
Q4 		$3.01K Buy
+19
New +$3.07K ﹤0.01% 1065

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

SHP Wealth Management's RJF Position: Q2 2026 in Review

SHP Wealth Management reduced its Raymond James Financial (RJF) stake by 15% in Q2 2026, selling an estimated $1.37K and leaving 51 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

SHP Wealth Management first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.65K in Q1 2026. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • SHP Wealth Management held 51 shares of Raymond James Financial worth $7.71K as of Q2 2026.
  • SHP Wealth Management sold 9 Raymond James Financial shares in Q2 2026, an estimated $1.37K.
  • Raymond James Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1050 holding.
  • SHP Wealth Management first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Raymond James Financial position peaked at $8.65K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.