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Spire Wealth Management’s Raymond James Financial RJF Stock Holding History

Spire 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
Q2 		$24K Sell
158
-1,776
-92% -$270K ﹤0.01% 1393
2026
Q1 		$280K Buy
1,934
+1,907
+7,063% +$302K 0.01% 694
2025
Q4 		$4.4K Buy
27
+5
+23% +$807 ﹤0.01% 1941
2025
Q3 		$3.83K Sell
22
-531
-96% -$88K ﹤0.01% 2025
2025
Q2 		$84.8K Buy
553
+532
+2,533% +$76.2K ﹤0.01% 1032
2025
Q1 		$2.93K Buy
21
+3
+17% +$466 ﹤0.01% 2190
2024
Q4 		$2.81K Hold
18
– – ﹤0.01% 2181
2024
Q3 		$2.21K Hold
18
– – ﹤0.01% 1990
2024
Q2 		$2.22K Buy
18
+4
+29% +$494 ﹤0.01% 1993
2024
Q1 		$1.85K Buy
14
+2
+17% +$233 ﹤0.01% 2115
2023
Q4 		$1.38K Sell
12
-2
-14% -$206 ﹤0.01% 2216
2023
Q3 		$1.44K Buy
14
+1
+8% +$106 ﹤0.01% 2194
2023
Q2 		$1.36K Sell
13
-847
-98% -$78.6K ﹤0.01% 2259
2023
Q1 		$80.2K Buy
860
+77
+10% +$8.16K ﹤0.01% 1032
2022
Q4 		$84K Sell
783
-43
-5% -$4.83K ﹤0.01% 805
2022
Q3 		$82K Sell
826
-94
-10% -$9.52K 0.01% 774
2022
Q2 		$82K Sell
920
-1,366
-60% -$134K ﹤0.01% 1106
2022
Q1 		$249K Sell
2,286
-59
-3% -$6.25K 0.01% 795
2021
Q4 		$235K Buy
2,345
+10
+0.4% +$988 0.01% 1023
2021
Q3 		$216K Sell
2,335
-202
-8% -$18.1K 0.01% 885
2021
Q2 		$218K Buy
2,537
+1,133
+81% +$98.6K 0.01% 917
2021
Q1 		$126K Buy
+1,404
New +$105K ﹤0.01% 1289

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

Spire Wealth Management's RJF Position: Q2 2026 in Review

Spire Wealth Management reduced its Raymond James Financial (RJF) stake by 92% in Q2 2026, selling an estimated $270K and leaving 158 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Spire Wealth Management first reported a position in RJF in Q1 2021 and has held it in 22 quarters since. The position peaked at $280K in Q1 2026. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Spire Wealth Management held 158 shares of Raymond James Financial worth $24K as of Q2 2026.
  • Spire Wealth Management sold 1,776 Raymond James Financial shares in Q2 2026, an estimated $270K.
  • Raymond James Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1393 holding.
  • Spire Wealth Management first reported a position in Raymond James Financial in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Raymond James Financial position peaked at $280K in Q1 2026.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.