Uniting Wealth Partners’s Raymond James Financial RJF Stock Holding History

Uniting Wealth Partners’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	$724K	Sell	4,762 -1,244	-21%	-$189K	0.15%	94
2026 Q1	$870K	Sell	6,006 -300	-5%	-$47.6K	0.19%	76
2025 Q4	$1.01M	Sell	6,306 -300	-5%	-$48.4K	0.31%	51
2025 Q3	$1.14M	Hold	6,606	–	–	0.27%	58
2025 Q2	$1.01M	Hold	6,606	–	–	0.39%	36
2025 Q1	$918K	Hold	6,606	–	–	0.46%	29
2024 Q4	$1.03M	Buy	+6,606	New	+$998K	0.5%	28

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Uniting Wealth Partners's RJF Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Raymond James Financial (RJF) stake by 21% in Q2 2026, selling an estimated $189K and leaving 4,762 shares worth $724K. The position accounts for 0.15% of the portfolio, ranked #94.

Uniting Wealth Partners first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Uniting Wealth Partners held 4,762 shares of Raymond James Financial worth $724K as of Q2 2026.
Uniting Wealth Partners sold 1,244 Raymond James Financial shares in Q2 2026, an estimated $189K.
Raymond James Financial made up 0.15% of Uniting Wealth Partners's portfolio in Q2 2026, its #94 holding.
Uniting Wealth Partners first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's Raymond James Financial position peaked at $1.14M in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.