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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SHP Wealth Management's RJF Position: Q1 2026 in Review

SHP Wealth Management increased its Raymond James Financial (RJF) stake by 216% in Q1 2026, buying an estimated $6.5K and bringing the position to 60 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

SHP Wealth Management first reported a position in RJF in Q4 2025 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • SHP Wealth Management held 60 shares of Raymond James Financial worth $8.65K as of Q1 2026.
  • SHP Wealth Management bought 41 Raymond James Financial shares in Q1 2026, an estimated $6.5K.
  • Raymond James Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #941 holding.
  • SHP Wealth Management first reported a position in Raymond James Financial in Q4 2025 and has held it in 2 quarters since.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.