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
Q2 		$3.05K Sell
20
-6
-23% -$911 ﹤0.01% 573
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 $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

Valued Wealth Advisors's RJF Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Raymond James Financial (RJF) stake by 23% in Q2 2026, selling an estimated $911 and leaving 20 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Valued Wealth Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Valued Wealth Advisors held 20 shares of Raymond James Financial worth $3.05K as of Q2 2026.
  • Valued Wealth Advisors sold 6 Raymond James Financial shares in Q2 2026, an estimated $911.
  • Raymond James Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • Valued Wealth Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Raymond James Financial position peaked at $3.78K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.