SFG
RJF icon

Sovereign Financial Group’s Raymond James Financial RJF Stock Holding History

Sovereign Financial Group’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 		$205K Buy
+1,346
New +$204K 0.03% 365
2026
Q1 		– Sell
-1,339
Closed -$215K – 384
2025
Q4 		$215K Sell
1,339
-15
-1% -$2.42K 0.04% 319
2025
Q3 		$234K Buy
1,354
+3
+0.2% +$497 0.04% 292
2025
Q2 		$207K Buy
+1,351
New +$193K 0.04% 298

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

Sovereign Financial Group's RJF Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in Raymond James Financial (RJF) in Q2 2026: 1,346 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #365 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in RJF as recently as Q4 2025.

Sovereign Financial Group first reported a position in RJF in Q2 2025 and has held it in 4 quarters since. The position peaked at $234K in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sovereign Financial Group held 1,346 shares of Raymond James Financial worth $205K as of Q2 2026.
  • Raymond James Financial was a new Sovereign Financial Group position in Q2 2026.
  • Raymond James Financial made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #365 holding.
  • Sovereign Financial Group first reported a position in Raymond James Financial in Q2 2025 and has held it in 4 quarters since.
  • Sovereign Financial Group's Raymond James Financial position peaked at $234K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.