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

Visionary 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 		$510K Buy
3,355
+128
+4% +$19.4K 0.02% 421
2026
Q1 		$467K Sell
3,227
-80
-2% -$12.7K 0.02% 414
2025
Q4 		$531K Buy
3,307
+1
+0% +$161 0.02% 375
2025
Q3 		$571K Sell
3,306
-99
-3% -$16.4K 0.03% 361
2025
Q2 		$522K Buy
3,405
+1
+0% +$143 0.03% 351
2025
Q1 		$473K Sell
3,404
-49
-1% -$7.61K 0.03% 358
2024
Q4 		$536K Buy
3,453
+1
+0% +$151 0.03% 341
2024
Q3 		$423K Sell
3,452
-56
-2% -$6.54K 0.03% 372
2024
Q2 		$434K Sell
3,508
-149
-4% -$18.4K 0.03% 353
2024
Q1 		$470K Buy
3,657
+1
+0% +$117 0.03% 331
2023
Q4 		$408K Sell
3,656
-124
-3% -$12.8K 0.03% 347
2023
Q3 		$380K Buy
3,780
+1
+0% +$106 0.03% 333
2023
Q2 		$392K Sell
3,779
-76
-2% -$7.06K 0.03% 324
2023
Q1 		$360K Buy
3,855
+1
+0% +$106 0.03% 326
2022
Q4 		$412K Sell
3,854
-100
-3% -$11.2K 0.04% 264
2022
Q3 		$391K Sell
3,954
-366
-8% -$37.1K 0.04% 255
2022
Q2 		$386K Sell
4,320
-213
-5% -$20.9K 0.03% 277
2022
Q1 		$498K Buy
4,533
+47
+1% +$4.98K 0.04% 251
2021
Q4 		$450K Buy
4,486
+9
+0.2% +$890 0.04% 245
2021
Q3 		$413K Buy
4,477
+71
+2% +$6.36K 0.04% 211
2021
Q2 		$381K Buy
4,406
+11
+0.3% +$958 0.04% 236
2021
Q1 		$359K Sell
4,395
-143
-3% -$10.7K 0.04% 226
2020
Q4 		$289K Sell
4,538
-591
-12% -$33.8K 0.03% 239
2020
Q3 		$249K Buy
5,129
+27
+0.5% +$1.31K 0.04% 216
2020
Q2 		$234K Buy
5,102
+27
+0.5% +$1.22K 0.04% 204
2020
Q1 		$214K Buy
5,075
+20
+0.4% +$1.13K 0.04% 183
2019
Q4 		$301K Buy
+5,055
New +$292K 0.05% 165

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

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

Visionary Wealth Advisors increased its Raymond James Financial (RJF) stake by 4% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,355 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #421.

Visionary Wealth Advisors first reported a position in RJF in Q4 2019 and has held it in 27 quarters since. The position peaked at $571K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Visionary Wealth Advisors held 3,355 shares of Raymond James Financial worth $510K as of Q2 2026.
  • Visionary Wealth Advisors bought 128 Raymond James Financial shares in Q2 2026, an estimated $19.4K.
  • Raymond James Financial made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • Visionary Wealth Advisors first reported a position in Raymond James Financial in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Raymond James Financial position peaked at $571K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.