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

Stratos 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 		$221K Sell
1,453
-54
-4% -$8.2K 0.01% 586
2026
Q1 		$218K Sell
1,507
-61
-4% -$9.68K 0.01% 567
2025
Q4 		$252K Sell
1,568
-45
-3% -$7.27K 0.01% 571
2025
Q3 		$278K Sell
1,613
-113
-7% -$18.7K 0.01% 571
2025
Q2 		$265K Sell
1,726
-132
-7% -$18.9K 0.01% 572
2025
Q1 		$258K Sell
1,858
-283
-13% -$43.9K 0.01% 576
2024
Q4 		$333K Sell
2,141
-1,319
-38% -$199K 0.02% 563
2024
Q3 		$424K Buy
3,460
+3
+0.1% +$350 0.02% 532
2024
Q2 		$427K Buy
+3,457
New +$427K 0.02% 509

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

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

Stratos Wealth Advisors reduced its Raymond James Financial (RJF) stake by 3.6% in Q2 2026, selling an estimated $8.2K and leaving 1,453 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #586.

Stratos Wealth Advisors first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $427K in Q2 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Stratos Wealth Advisors held 1,453 shares of Raymond James Financial worth $221K as of Q2 2026.
  • Stratos Wealth Advisors sold 54 Raymond James Financial shares in Q2 2026, an estimated $8.2K.
  • Raymond James Financial made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #586 holding.
  • Stratos Wealth Advisors first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
  • Stratos Wealth Advisors's Raymond James Financial position peaked at $427K in Q2 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.