RAFFA WEALTH MANAGEMENT, LLC’s Raymond James Financial RJF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.41K	Buy	29 +1	+4%	+$152	﹤0.01%	621
2026 Q1	$4.05K	Buy	28 +1	+4%	+$159	﹤0.01%	582
2025 Q4	$4.34K	Hold	27	–	–	﹤0.01%	541
2025 Q3	$4.66K	Sell	27 -97	-78%	-$16.1K	﹤0.01%	500
2025 Q2	$19K	Buy	124 +97	+359%	+$13.9K	﹤0.01%	277
2025 Q1	$3.75K	Hold	27	–	–	﹤0.01%	485
2024 Q4	$4.19K	Sell	27 -3	-10%	-$453	﹤0.01%	474
2024 Q3	$3.67K	Hold	30	–	–	﹤0.01%	483
2024 Q2	$3.71K	Hold	30	–	–	﹤0.01%	587
2024 Q1	$3.85K	Hold	30	–	–	﹤0.01%	550
2023 Q4	$3.35K	Hold	30	–	–	﹤0.01%	476
2023 Q3	$3.01K	Hold	30	–	–	﹤0.01%	474
2023 Q2	$3.11K	Hold	30	–	–	﹤0.01%	486
2023 Q1	$2.8K	Hold	30	–	–	﹤0.01%	518
2022 Q4	$3.21K	Hold	30	–	–	﹤0.01%	472
2022 Q3	$2.96K	Hold	30	–	–	﹤0.01%	504
2022 Q2	$2.68K	Hold	30	–	–	﹤0.01%	531
2022 Q1	$3.3K	Hold	30	–	–	﹤0.01%	506
2021 Q4	$3.01K	Hold	30	–	–	﹤0.01%	550
2021 Q3	$2.77K	Hold	30	–	–	﹤0.01%	521
2021 Q2	$2.6K	Hold	30	–	–	﹤0.01%	545
2021 Q1	$2.45K	Buy	30 +9	+43%	+$671	﹤0.01%	582
2020 Q4	$1.34K	Sell	21 -2,304	-99%	-$132K	﹤0.01%	667
2020 Q3	$113K	Hold	2,325	–	–	0.04%	81
2020 Q2	$107K	Hold	2,325	–	–	0.04%	82
2020 Q1	$98K	Sell	2,325 -2,304	-50%	-$130K	0.04%	79
2019 Q4	$276K	Hold	4,629	–	–	0.1%	62
2019 Q3	$254K	Buy	+4,629	New	+$251K	0.09%	63
2019 Q2	–	Sell	-6,144	Closed	-$329K	–	1252
2019 Q1	$329K	Buy	6,144 +1,869	+44%	+$100K	0.13%	46
2018 Q4	$212K	Sell	4,275 -2,994	-41%	-$160K	0.08%	63
2018 Q3	$446K	Buy	7,269 +2,304	+46%	+$142K	0.16%	49
2018 Q2	$296K	Sell	4,965 -3,456	-41%	-$214K	0.11%	52
2018 Q1	$502K	Buy	8,421 +21	+0.3%	+$1.31K	0.18%	40
2017 Q4	$500K	Hold	8,400	–	–	0.19%	42
2017 Q3	$472K	Hold	8,400	–	–	0.19%	40
2017 Q2	$449K	Hold	8,400	–	–	0.19%	42
2017 Q1	$427K	Hold	8,400	–	–	0.21%	27
2016 Q4	$388K	Hold	8,400	–	–	0.2%	32
2016 Q3	$326K	Hold	8,400	–	–	0.18%	38
2016 Q2	$276K	Hold	8,400	–	–	0.15%	46
2016 Q1	$267K	Hold	8,400	–	–	0.15%	47
2015 Q4	$325K	Buy	8,400 +450	+6%	+$16.8K	0.19%	34
2015 Q3	$263K	Buy	7,950 +375	+5%	+$13.9K	0.16%	39
2015 Q2	$301K	Buy	7,575 +375	+5%	+$14.6K	0.18%	35
2015 Q1	$273K	Buy	7,200 +150	+2%	+$5.6K	0.16%	38
2014 Q4	$269K	Buy	7,050 +3,037	+76%	+$111K	0.16%	40
2014 Q3	$143K	Buy	+4,013	New	+$140K	0.11%	55
2014 Q1	–	Sell	-7,050	Closed	-$269K	–	628
2013 Q4	$269K	Buy	+7,050	New	+$218K	0.16%	40

Other funds holding RJF

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RJF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Raymond James Financial (RJF) stake by 3.6% in Q2 2026, buying an estimated $152 and bringing the position to 29 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RJF in Q4 2013 and has held it in 48 quarters since. The position peaked at $502K in Q1 2018. 256 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 29 shares of Raymond James Financial worth $4.41K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 Raymond James Financial share in Q2 2026, an estimated $152.
Raymond James Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #621 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Raymond James Financial in Q4 2013 and has held it in 48 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Raymond James Financial position peaked at $502K in Q1 2018.
256 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.