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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Twin Peaks Wealth Advisors's RJF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Raymond James Financial (RJF) in Q1 2026: 116 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in RJF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in RJF in Q2 2025 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 116 shares of Raymond James Financial worth $16.8K as of Q1 2026.
  • Raymond James Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Raymond James Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #794 holding.
  • Twin Peaks Wealth Advisors first reported a position in Raymond James Financial in Q2 2025 and has held it in 2 quarters since.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.