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Valeo Financial Advisors’s Raymond James Financial RJF Stock Holding History

Valeo Financial 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
-1,611
Closed -$233K – 875
2026
Q1 		$233K Sell
1,611
-361
-18% -$57.3K 0.01% 638
2025
Q4 		$317K Buy
1,972
+48
+2% +$7.75K 0.01% 599
2025
Q3 		$332K Buy
1,924
+61
+3% +$10.1K 0.01% 577
2025
Q2 		$286K Buy
1,863
+7
+0.4% +$1K 0.01% 594
2025
Q1 		$258K Buy
1,856
+39
+2% +$6.05K 0.01% 566
2024
Q4 		$282K Buy
1,817
+13
+0.7% +$1.96K 0.01% 562
2024
Q3 		$221K Sell
1,804
-5
-0.3% -$584 0.01% 626
2024
Q2 		$224K Buy
+1,809
New +$223K 0.01% 584
2021
Q1 		– Sell
-140
Closed -$9K – 2155
2020
Q4 		$9K Buy
+140
New +$8.01K ﹤0.01% 1225
2020
Q3 		– Sell
-438
Closed -$20K – 2035
2020
Q2 		$20K Buy
438
+99
+29% +$4.46K ﹤0.01% 1065
2020
Q1 		$15K Buy
339
+90
+36% +$5.08K ﹤0.01% 964
2019
Q4 		$15K Buy
249
+172
+223% +$9.93K ﹤0.01% 986
2019
Q3 		$4K Hold
77
– – ﹤0.01% 1264
2019
Q2 		$4K Sell
77
-37
-32% -$2.11K ﹤0.01% 1285
2019
Q1 		$6K Buy
114
+3
+3% +$161 ﹤0.01% 1113
2018
Q4 		$6K Sell
111
-123
-53% -$6.55K ﹤0.01% 1030
2018
Q3 		$12K Buy
234
+145
+163% +$8.93K ﹤0.01% 920
2018
Q2 		$5K Sell
89
-153
-63% -$9.49K ﹤0.01% 1151
2018
Q1 		$14K Buy
242
+155
+178% +$9.64K ﹤0.01% 839
2017
Q4 		$5K Buy
87
+1
+1% +$58 ﹤0.01% 1023
2017
Q3 		$5K Buy
+86
New +$4.64K ﹤0.01% 880

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

Valeo Financial Advisors's RJF Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 1,611 shares — an estimated $233K sold.

Valeo Financial Advisors first reported a position in RJF in Q3 2017 and held it in 21 quarters. The position peaked at $332K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,611 Raymond James Financial shares in Q2 2026, an estimated $233K.
  • Valeo Financial Advisors first reported a position in Raymond James Financial in Q3 2017 and held it in 21 quarters.
  • Valeo Financial Advisors's Raymond James Financial position peaked at $332K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.