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TD Private Client Wealth’s Raymond James Financial RJF Stock Holding History

TD Private Client Wealth’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 		$313K Buy
2,057
+263
+15% +$39.9K 0.01% 591
2026
Q1 		$260K Buy
1,794
+1,615
+902% +$256K 0.01% 598
2025
Q4 		$28.7K Sell
179
-153
-46% -$24.7K ﹤0.01% 967
2025
Q3 		$57.3K Sell
332
-5
-1% -$829 ﹤0.01% 834
2025
Q2 		$51.7K Buy
337
+108
+47% +$15.5K ﹤0.01% 837
2025
Q1 		$31.8K Buy
229
+59
+35% +$9.16K ﹤0.01% 876
2024
Q4 		$26.4K Sell
170
-16
-9% -$2.42K ﹤0.01% 938
2024
Q3 		$22.8K Sell
186
-125
-40% -$14.6K ﹤0.01% 953
2024
Q2 		$38.4K Sell
311
-5,597
-95% -$691K ﹤0.01% 857
2024
Q1 		$759K Sell
5,908
-1,117
-16% -$130K 0.02% 388
2023
Q4 		$783K Sell
7,025
-2
-0% -$206 0.03% 365
2023
Q3 		$706K Buy
7,027
+116
+2% +$12.3K 0.03% 363
2023
Q2 		$717K Buy
6,911
+1,296
+23% +$120K 0.03% 392
2023
Q1 		$524K Buy
5,615
+1,125
+25% +$119K 0.02% 422
2022
Q4 		$480K Sell
4,490
-917
-17% -$103K 0.02% 428
2022
Q3 		$534K Sell
5,407
-15
-0.3% -$1.52K 0.03% 396
2022
Q2 		$485K Sell
5,422
-1,366
-20% -$134K 0.02% 411
2022
Q1 		$746K Buy
6,788
+90
+1% +$9.54K 0.03% 374
2021
Q4 		$672K Sell
6,698
-695
-9% -$68.7K 0.03% 382
2021
Q3 		$682K Sell
7,393
-97
-1% -$8.69K 0.03% 372
2021
Q2 		$649K Buy
7,490
+156
+2% +$13.6K 0.03% 379
2021
Q1 		$599K Sell
7,334
-1,011
-12% -$75.3K 0.03% 367
2020
Q4 		$532K Buy
8,345
+3,195
+62% +$183K 0.03% 374
2020
Q3 		$250K Sell
5,150
-741
-13% -$35.9K 0.01% 437
2020
Q2 		$270K Buy
5,891
+446
+8% +$20.1K 0.02% 419
2020
Q1 		$229K Buy
5,445
+4,348
+396% +$245K 0.02% 403
2019
Q4 		$65.4K Buy
+1,097
New +$63.3K ﹤0.01% 570

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

TD Private Client Wealth's RJF Position: Q2 2026 in Review

TD Private Client Wealth increased its Raymond James Financial (RJF) stake by 15% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,057 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #591.

TD Private Client Wealth first reported a position in RJF in Q4 2019 and has held it in 27 quarters since. The position peaked at $783K in Q4 2023. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • TD Private Client Wealth held 2,057 shares of Raymond James Financial worth $313K as of Q2 2026.
  • TD Private Client Wealth bought 263 Raymond James Financial shares in Q2 2026, an estimated $39.9K.
  • Raymond James Financial made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #591 holding.
  • TD Private Client Wealth first reported a position in Raymond James Financial in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Raymond James Financial position peaked at $783K in Q4 2023.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.