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Shulman DeMeo Asset Management’s Raymond James Financial RJF Stock Holding History

Shulman DeMeo Asset 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
Q3 		$456K Sell
2,833
-45
-2% -$7.72K 0.09% 77
2026
Q2 		$438K Sell
2,878
-20
-0.7% -$3.04K 0.08% 81
2026
Q1 		$420K Sell
2,898
-27
-0.9% -$4.28K 0.09% 82
2025
Q4 		$470K Buy
2,925
+2
+0.1% +$323 0.11% 69
2025
Q3 		$505K Sell
2,923
-203
-6% -$33.6K 0.12% 63
2025
Q2 		$479K Sell
3,126
-13
-0.4% -$1.86K 0.12% 63
2025
Q1 		$436K Sell
3,139
-8
-0.3% -$1.24K 0.12% 66
2024
Q4 		$489K Sell
3,147
-788
-20% -$119K 0.13% 63
2024
Q3 		$482K Sell
3,935
-31
-0.8% -$3.62K 0.12% 73
2024
Q2 		$490K Buy
3,966
+56
+1% +$6.91K 0.13% 63
2024
Q1 		$502K Sell
3,910
-12
-0.3% -$1.4K 0.13% 66
2023
Q4 		$437K Buy
3,922
+75
+2% +$7.72K 0.12% 74
2023
Q3 		$386K Sell
3,847
-118
-3% -$12.5K 0.13% 74
2023
Q2 		$411K Buy
3,965
+33
+0.8% +$3.06K 0.12% 76
2023
Q1 		$367K Sell
3,932
-5
-0.1% -$530 0.12% 84
2022
Q4 		$421K Sell
3,937
-14
-0.4% -$1.57K 0.14% 76
2022
Q3 		$390K Sell
3,951
-63
-2% -$6.38K 0.14% 74
2022
Q2 		$359K Buy
4,014
+2
+0% +$196 0.12% 89
2022
Q1 		$441K Buy
4,012
+200
+5% +$21.2K 0.12% 83
2021
Q4 		$383K Sell
3,812
-187
-5% -$18.5K 0.1% 99
2021
Q3 		$369K Buy
+3,999
New +$358K 0.32% 51

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Shulman DeMeo Asset Management's RJF Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Raymond James Financial (RJF) stake by 1.6% in Q3 2026, selling an estimated $7.72K and leaving 2,833 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #77.

Shulman DeMeo Asset Management first reported a position in RJF in Q3 2021 and has held it in 21 quarters since. The position peaked at $505K in Q3 2025. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Shulman DeMeo Asset Management held 2,833 shares of Raymond James Financial worth $456K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 45 Raymond James Financial shares in Q3 2026, an estimated $7.72K.
  • Raymond James Financial made up 0.09% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #77 holding.
  • Shulman DeMeo Asset Management first reported a position in Raymond James Financial in Q3 2021 and has held it in 21 quarters since.
  • Shulman DeMeo Asset Management's Raymond James Financial position peaked at $505K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.