Valley National Advisers’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.9K | Buy |
177
+3
| +2% | +$455 | ﹤0.01% | 481 |
|
|
2026
Q1 | $25K | Sell |
174
-7
| -4% | -$1.11K | ﹤0.01% | 477 |
|
|
2025
Q4 | $29K | Buy |
181
+7
| +4% | +$1.13K | ﹤0.01% | 464 |
|
|
2025
Q3 | $30K | Buy |
174
+2
| +1% | +$331 | ﹤0.01% | 434 |
|
|
2025
Q2 | $26K | Sell |
172
-4
| -2% | -$573 | ﹤0.01% | 457 |
|
|
2025
Q1 | $24K | Buy |
176
+4
| +2% | +$621 | ﹤0.01% | 464 |
|
|
2024
Q4 | $26K | Hold |
172
| – | – | ﹤0.01% | 431 |
|
|
2024
Q3 | $21K | Sell |
172
-20
| -10% | -$2.34K | ﹤0.01% | 439 |
|
|
2024
Q2 | $23K | Buy |
192
+5
| +3% | +$617 | ﹤0.01% | 494 |
|
|
2024
Q1 | $24K | Hold |
187
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $20K | Buy |
187
+10
| +6% | +$1.03K | ﹤0.01% | 545 |
|
|
2023
Q3 | $18K | Hold |
177
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $19K | Buy |
177
+5
| +3% | +$464 | ﹤0.01% | 514 |
|
|
2023
Q1 | $16K | Hold |
172
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $19K | Hold |
172
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $18K | Hold |
172
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $16K | Hold |
172
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $19K | Hold |
172
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $17K | Hold |
172
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $16K | Sell |
172
-1
| -0.6% | -$90 | ﹤0.01% | 522 |
|
|
2021
Q2 | $15K | Hold |
173
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $14K | Hold |
173
| – | – | ﹤0.01% | 502 |
|
|
2020
Q4 | $11K | Hold |
173
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $8K | Sell |
173
-397
| -70% | -$19.2K | ﹤0.01% | 507 |
|
|
2020
Q2 | $26K | Sell |
570
-1,335
| -70% | -$60.1K | 0.01% | 354 |
|
|
2020
Q1 | $80K | Sell |
1,905
-338
| -15% | -$19.1K | 0.02% | 232 |
|
|
2019
Q4 | $134K | Sell |
2,243
-117
| -5% | -$6.75K | 0.03% | 222 |
|
|
2019
Q3 | $130K | Sell |
2,360
-115
| -5% | -$6.25K | 0.04% | 219 |
|
|
2019
Q2 | $139K | Sell |
2,475
-1,952
| -44% | -$111K | 0.04% | 209 |
|
|
2019
Q1 | $237K | Buy |
4,427
+3
| +0.1% | +$161 | 0.07% | 162 |
|
|
2018
Q4 | $219K | Sell |
4,424
-669
| -13% | -$35.6K | 0.07% | 159 |
|
|
2018
Q3 | $313K | Sell |
5,093
-241
| -5% | -$14.8K | 0.11% | 140 |
|
|
2018
Q2 | $318K | Buy |
5,334
+427
| +9% | +$26.5K | 0.12% | 139 |
|
|
2018
Q1 | $292K | Buy |
4,907
+248
| +5% | +$15.4K | 0.11% | 136 |
|
|
2017
Q4 | $277K | Buy |
4,659
+1
| +0% | +$58 | 0.1% | 143 |
|
|
2017
Q3 | $262K | Buy |
4,658
+2
| +0% | +$108 | 0.09% | 138 |
|
|
2017
Q2 | $249K | Sell |
4,656
-216
| -4% | -$10.9K | 0.09% | 133 |
|
|
2017
Q1 | $248K | Sell |
4,872
-326
| -6% | -$16.6K | 0.09% | 128 |
|
|
2016
Q4 | $240K | Buy |
+5,198
| New | +$230K | 0.11% | 130 |
|
|
2016
Q1 | – | Sell |
-77
| Closed | -$3K | – | 643 |
|
|
2015
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 505 |
|
|
2015
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 504 |
|
|
2015
Q2 | $3K | Buy |
+77
| New | +$2.99K | ﹤0.01% | 505 |
|
Other funds holding RJF
Valley National Advisers's RJF Position: Q2 2026 in Review
Valley National Advisers increased its Raymond James Financial (RJF) stake by 1.7% in Q2 2026, buying an estimated $455 and bringing the position to 177 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #481.
Valley National Advisers first reported a position in RJF in Q2 2015 and has held it in 42 quarters since. The position peaked at $318K in Q2 2018. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Valley National Advisers held 177 shares of Raymond James Financial worth $26.9K as of Q2 2026.
- Valley National Advisers bought 3 Raymond James Financial shares in Q2 2026, an estimated $455.
- Raymond James Financial made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #481 holding.
- Valley National Advisers first reported a position in Raymond James Financial in Q2 2015 and has held it in 42 quarters since.
- Valley National Advisers's Raymond James Financial position peaked at $318K in Q2 2018.
- 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.