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Sowell Financial Services’s Raymond James Financial RJF Stock Holding History

Sowell Financial Services’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 		$468K Buy
3,079
+250
+9% +$38K 0.02% 674
2026
Q1 		$410K Sell
2,829
-414
-13% -$65.7K 0.02% 711
2025
Q4 		$521K Sell
3,243
-4
-0.1% -$646 0.02% 630
2025
Q3 		$560K Sell
3,247
-353
-10% -$58.5K 0.02% 606
2025
Q2 		$552K Sell
3,600
-1,107
-24% -$159K 0.02% 586
2025
Q1 		$654K Buy
+4,707
New +$731K 0.03% 521
2021
Q2 		– Sell
-56
Closed -$5K – 2246
2021
Q1 		$5K Sell
56
-240
-81% -$17.9K ﹤0.01% 2616
2020
Q4 		$19K Buy
296
+258
+679% +$14.8K ﹤0.01% 1770
2020
Q3 		$2K Hold
38
– – ﹤0.01% 2261
2020
Q2 		$2K Sell
38
-73
-66% -$3.29K ﹤0.01% 2197
2020
Q1 		$5K Sell
111
-179
-62% -$10.1K ﹤0.01% 1831
2019
Q4 		$17K Sell
290
-21
-7% -$1.21K ﹤0.01% 1498
2019
Q3 		$17K Buy
+311
New +$16.9K ﹤0.01% 1348
2018
Q2 		– Sell
-7,937
Closed -$468K – 308
2018
Q1 		$468K Sell
7,937
-4,792
-38% -$298K 0.12% 160
2017
Q4 		$810K Buy
+12,729
New +$733K 0.2% 114

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

Sowell Financial Services's RJF Position: Q2 2026 in Review

Sowell Financial Services increased its Raymond James Financial (RJF) stake by 8.8% in Q2 2026, buying an estimated $38K and bringing the position to 3,079 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #674.

Sowell Financial Services first reported a position in RJF in Q4 2017 and has held it in 15 quarters since. The position peaked at $810K in Q4 2017. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sowell Financial Services held 3,079 shares of Raymond James Financial worth $468K as of Q2 2026.
  • Sowell Financial Services bought 250 Raymond James Financial shares in Q2 2026, an estimated $38K.
  • Raymond James Financial made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #674 holding.
  • Sowell Financial Services first reported a position in Raymond James Financial in Q4 2017 and has held it in 15 quarters since.
  • Sowell Financial Services's Raymond James Financial position peaked at $810K in Q4 2017.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.