TFC Financial Management’s Raymond James Financial RJF Stock Holding History

TFC Financial 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	$1.52K	Hold	10	–	–	﹤0.01%	605
2026 Q1	$1.45K	Hold	10	–	–	﹤0.01%	575
2025 Q4	$1.61K	Hold	10	–	–	﹤0.01%	552
2025 Q3	$1.73K	Hold	10	–	–	﹤0.01%	567
2025 Q2	$1.53K	Buy	10 +1	+11%	+$143	﹤0.01%	534
2025 Q1	$1.25K	Hold	9	–	–	﹤0.01%	537
2024 Q4	$1.4K	Hold	9	–	–	﹤0.01%	541
2024 Q3	$1.1K	Sell	9 -1	-10%	-$117	﹤0.01%	578
2024 Q2	$1.24K	Hold	10	–	–	﹤0.01%	542
2024 Q1	$1.28K	Buy	10 +1	+11%	+$117	﹤0.01%	516
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	511
2023 Q3	$904	Sell	9 -3	-25%	-$317	﹤0.01%	538
2023 Q2	$1.25K	Sell	12 -3	-20%	-$279	﹤0.01%	494
2023 Q1	$1.4K	Buy	15 +6	+67%	+$636	﹤0.01%	489
2022 Q4	$962	Hold	9	–	–	﹤0.01%	456
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	493
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	495
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	503
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	551
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	538
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	542
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	533
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	518
2020 Q3	$0	Buy	+9	New	+$436	﹤0.01%	559

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

TFC Financial Management's RJF Position: Q2 2026 in Review

TFC Financial Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 10 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

TFC Financial Management first reported a position in RJF in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.73K in Q3 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

TFC Financial Management held 10 shares of Raymond James Financial worth $1.52K as of Q2 2026.
TFC Financial Management left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #605 holding.
TFC Financial Management first reported a position in Raymond James Financial in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Raymond James Financial position peaked at $1.73K in Q3 2025.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.