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True Link Financial Advisors’s Raymond James Financial RJF Stock Holding History

True Link Financial 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 		– Sell
-18
Closed -$2.61K – 320
2026
Q1 		$2.61K Buy
+18
New +$2.85K ﹤0.01% 402

Other funds holding RJF

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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

True Link Financial Advisors's RJF Position: Q2 2026 in Review

True Link Financial Advisors sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 18 shares — an estimated $2.61K sold.

True Link Financial Advisors first reported a position in RJF in Q1 2026 and held it in 1 quarter. The position peaked at $2.61K in Q1 2026. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • True Link Financial Advisors reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 18 Raymond James Financial shares in Q2 2026, an estimated $2.61K.
  • True Link Financial Advisors first reported a position in Raymond James Financial in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Raymond James Financial position peaked at $2.61K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.