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Twin Peaks Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Twin Peaks Wealth 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
-116
Closed -$16.8K – 1756
2026
Q1 		$16.8K Buy
+116
New +$18.4K ﹤0.01% 794
2025
Q3 		– Sell
-54
Closed -$9.09K – 1668
2025
Q2 		$9.09K Buy
+54
New +$7.73K ﹤0.01% 994

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

Twin Peaks Wealth Advisors's RJF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 116 shares — an estimated $16.8K sold.

Twin Peaks Wealth Advisors first reported a position in RJF in Q2 2025 and held it in 2 quarters. The position peaked at $16.8K in Q1 2026. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 116 Raymond James Financial shares in Q2 2026, an estimated $16.8K.
  • Twin Peaks Wealth Advisors first reported a position in Raymond James Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Raymond James Financial position peaked at $16.8K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.