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True Wealth Design’s Raymond James Financial RJF Stock Holding History

True Wealth Design’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 		$3.04K Buy
20
+6
+43% +$911 ﹤0.01% 1535
2026
Q1 		$2.03K Sell
14
-3
-18% -$476 ﹤0.01% 1535
2025
Q4 		$2.73K Sell
17
-3
-15% -$484 ﹤0.01% 1334
2025
Q3 		$3.45K Buy
20
+11
+122% +$1.82K ﹤0.01% 1238
2025
Q2 		$1.38K Buy
9
+4
+80% +$573 ﹤0.01% 1335
2025
Q1 		$695 Sell
5
-12
-71% -$1.86K ﹤0.01% 1420
2024
Q4 		$2.64K Buy
+17
New +$2.57K ﹤0.01% 671

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

True Wealth Design's RJF Position: Q2 2026 in Review

True Wealth Design increased its Raymond James Financial (RJF) stake by 43% in Q2 2026, buying an estimated $911 and bringing the position to 20 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

True Wealth Design first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • True Wealth Design held 20 shares of Raymond James Financial worth $3.04K as of Q2 2026.
  • True Wealth Design bought 6 Raymond James Financial shares in Q2 2026, an estimated $911.
  • Raymond James Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1535 holding.
  • True Wealth Design first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Raymond James Financial position peaked at $3.45K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.