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United Asset Strategies’s Raymond James Financial RJF Stock Holding History

United Asset Strategies’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 		$4.35M Buy
28,607
+12,207
+74% +$1.85M 0.31% 73
2026
Q1 		$2.37M Buy
16,400
+473
+3% +$75K 0.19% 88
2025
Q4 		$2.56M Buy
+15,927
New +$2.57M 0.2% 83

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

United Asset Strategies's RJF Position: Q2 2026 in Review

United Asset Strategies increased its Raymond James Financial (RJF) stake by 74% in Q2 2026, buying an estimated $1.85M and bringing the position to 28,607 shares worth $4.35M. The position accounts for 0.31% of the portfolio, ranked #73.

United Asset Strategies first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • United Asset Strategies held 28,607 shares of Raymond James Financial worth $4.35M as of Q2 2026.
  • United Asset Strategies bought 12,207 Raymond James Financial shares in Q2 2026, an estimated $1.85M.
  • Raymond James Financial made up 0.31% of United Asset Strategies's portfolio in Q2 2026, its #73 holding.
  • United Asset Strategies first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.