Sunbelt Securities’s Raymond James Financial RJF Stock Holding History

Sunbelt Securities’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 Q1	$69.3K	Buy	479 +1	+0.2%	+$159	﹤0.01%	942
2025 Q4	$76.7K	Buy	478 +2	+0.4%	+$323	0.01%	889
2025 Q3	$82.2K	Buy	+476	New	+$78.9K	0.01%	878
2025 Q2	–	Sell	-80	Closed	-$11.1K	–	1876
2025 Q1	$11.1K	Buy	+80	New	+$12.4K	﹤0.01%	1249
2024 Q2	–	Sell	-7	Closed	-$914	–	1805
2024 Q1	$914	Hold	7	–	–	﹤0.01%	1586
2023 Q4	$791	Hold	7	–	–	﹤0.01%	1562
2023 Q3	$709	Hold	7	–	–	﹤0.01%	1632
2023 Q2	$730	Hold	7	–	–	﹤0.01%	1562
2023 Q1	$645	Buy	+7	New	+$742	﹤0.01%	1529

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sunbelt Securities's RJF Position: Q1 2026 in Review

Sunbelt Securities increased its Raymond James Financial (RJF) stake by 0.21% in Q1 2026, buying an estimated $159 and bringing the position to 479 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Sunbelt Securities first reported a position in RJF in Q1 2023 and has held it in 9 quarters since. The position peaked at $82.2K in Q3 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Sunbelt Securities held 479 shares of Raymond James Financial worth $69.3K as of Q1 2026.
Sunbelt Securities bought 1 Raymond James Financial share in Q1 2026, an estimated $159.
Raymond James Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #942 holding.
Sunbelt Securities first reported a position in Raymond James Financial in Q1 2023 and has held it in 9 quarters since.
Sunbelt Securities's Raymond James Financial position peaked at $82.2K in Q3 2025.
923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.