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Steph & Co’s Raymond James Financial RJF Stock Holding History

Steph & Co’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 		$51.4K Hold
325
– – 0.01% 178
2026
Q2 		$49.4K Hold
325
– – 0.01% 185
2026
Q1 		$47.1K Hold
325
– – 0.01% 200
2025
Q4 		$52.2K Sell
325
-747
-70% -$121K 0.02% 182
2025
Q3 		$185K Sell
1,072
-42
-4% -$6.96K 0.06% 108
2025
Q2 		$171K Sell
1,114
-327
-23% -$46.8K 0.06% 105
2025
Q1 		$200K Sell
1,441
-108
-7% -$16.8K 0.07% 110
2024
Q4 		$241K Sell
1,549
-105
-6% -$15.9K 0.08% 98
2024
Q3 		$203K Sell
1,654
-59
-3% -$6.89K 0.06% 117
2024
Q2 		$212K Sell
1,713
-183
-10% -$22.6K 0.07% 107
2024
Q1 		$243K Buy
1,896
+829
+78% +$96.6K 0.08% 105
2023
Q4 		$119K Buy
1,067
+91
+9% +$9.37K 0.06% 130
2023
Q3 		$98K Buy
976
+769
+371% +$81.4K 0.05% 149
2023
Q2 		$21.5K Hold
207
– – 0.01% 195
2023
Q1 		$19.3K Hold
207
– – 0.01% 190
2022
Q4 		$22K Sell
207
-47
-19% -$5.28K 0.01% 185
2022
Q3 		$25K Hold
254
– – 0.02% 172
2022
Q2 		$23K Buy
254
+25
+11% +$2.45K 0.01% 173
2022
Q1 		$25K Sell
229
-48
-17% -$5.08K 0.01% 227
2021
Q4 		$28K Sell
277
-1
-0.4% -$99 0.02% 246
2021
Q3 		$26K Hold
278
– – 0.02% 212
2021
Q2 		$24K Hold
278
– – 0.02% 189
2021
Q1 		$23K Sell
278
-18
-6% -$1.34K 0.02% 186
2020
Q4 		$19K Hold
296
– – 0.01% 196
2020
Q3 		$14K Hold
296
– – 0.01% 195
2020
Q2 		$14K Sell
296
-30
-9% -$1.35K 0.01% 195
2020
Q1 		$14K Hold
326
– – 0.02% 195
2019
Q4 		$19K Buy
+326
New +$18.8K 0.02% 202

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

Steph & Co's RJF Position: Q3 2026 in Review

Steph & Co held its Raymond James Financial (RJF) position steady in Q3 2026 at 325 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #178.

Steph & Co first reported a position in RJF in Q4 2019 and has held it in 28 quarters since. The position peaked at $243K in Q1 2024. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Steph & Co held 325 shares of Raymond James Financial worth $51.4K as of Q3 2026.
  • Steph & Co left its Raymond James Financial share count unchanged in Q3 2026.
  • Raymond James Financial made up 0.01% of Steph & Co's portfolio in Q3 2026, its #178 holding.
  • Steph & Co first reported a position in Raymond James Financial in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's Raymond James Financial position peaked at $243K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.