VWA
RJF icon

Valued Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Valued 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 		$3.78K Buy
26
+12
+86% +$1.9K ﹤0.01% 445
2025
Q4 		$2.27K Buy
14
+4
+40% +$646 ﹤0.01% 391
2025
Q3 		$1.74K Buy
10
+2
+25% +$331 ﹤0.01% 393
2025
Q2 		$1.24K Hold
8
– – ﹤0.01% 423
2025
Q1 		$1.11K Hold
8
– – ﹤0.01% 466
2024
Q4 		$1.24K Hold
8
– – ﹤0.01% 453
2024
Q3 		$980 Sell
8
-22
-73% -$2.57K ﹤0.01% 456
2024
Q2 		$3.71K Buy
30
+12
+67% +$1.48K ﹤0.01% 299
2024
Q1 		$2.32K Buy
18
+16
+800% +$1.86K ﹤0.01% 341
2023
Q4 		$202 Buy
+2
New +$206 ﹤0.01% 501

Other funds holding RJF

BlackRock
BlackRock New York $5.7T 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 $1.47T 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