SOA Wealth Advisors’s Raymond James Financial RJF Stock Holding History

SOA Wealth 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	$489	Hold	3	–	–	﹤0.01%	823
2026 Q1	$464	Hold	3	–	–	﹤0.01%	780
2025 Q4	$513	Hold	3	–	–	﹤0.01%	780
2025 Q3	$550	Hold	3	–	–	﹤0.01%	797
2025 Q2	$487	Sell	3 -31	-91%	-$4.44K	﹤0.01%	785
2025 Q1	$4.75K	Hold	34	–	–	﹤0.01%	638
2024 Q4	$5.3K	Hold	34	–	–	﹤0.01%	614
2024 Q3	$4.18K	Hold	34	–	–	﹤0.01%	615
2024 Q2	$4.22K	Sell	34 -7	-17%	-$864	﹤0.01%	617
2024 Q1	$5.28K	Hold	41	–	–	﹤0.01%	608
2023 Q4	$4.58K	Hold	41	–	–	﹤0.01%	608
2023 Q3	$4.13K	Hold	41	–	–	﹤0.01%	643
2023 Q2	$4.26K	Hold	41	–	–	﹤0.01%	641
2023 Q1	$3.83K	Sell	41 -15	-27%	-$1.59K	﹤0.01%	656
2022 Q4	$5.99K	Sell	56 -9	-14%	-$1.01K	﹤0.01%	595
2022 Q3	$6K	Sell	65 -12	-16%	-$1.22K	﹤0.01%	585
2022 Q2	$6K	Sell	77 -468	-86%	-$45.9K	﹤0.01%	571
2022 Q1	$59K	Hold	545	–	–	0.01%	286
2021 Q4	$55K	Hold	545	–	–	0.01%	288
2021 Q3	$50K	Sell	545 -6	-1%	-$537	0.01%	305
2021 Q2	$47K	Buy	551 +362	+192%	+$31.5K	0.01%	315
2021 Q1	$15K	Buy	189 +4	+2%	+$298	﹤0.01%	448
2020 Q4	$13K	Buy	+185	New	+$10.6K	﹤0.01%	472

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SOA Wealth Advisors's RJF Position: Q2 2026 in Review

SOA Wealth Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 3 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #823.

SOA Wealth Advisors first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $59K in Q1 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

SOA Wealth Advisors held 3 shares of Raymond James Financial worth $489 as of Q2 2026.
SOA Wealth Advisors left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #823 holding.
SOA Wealth Advisors first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Raymond James Financial position peaked at $59K in Q1 2022.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.