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Waverly Advisors’s Raymond James Financial RJF Stock Holding History

Waverly 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 		$8.29M Buy
54,515
+2,317
+4% +$352K 0.05% 331
2026
Q1 		$7.56M Sell
52,198
-90
-0.2% -$14.3K 0.06% 315
2025
Q4 		$8.4M Buy
52,288
+8,700
+20% +$1.4M 0.07% 277
2025
Q3 		$7.52M Buy
43,588
+916
+2% +$152K 0.08% 249
2025
Q2 		$6.54M Buy
42,672
+354
+0.8% +$50.7K 0.07% 256
2025
Q1 		$5.88M Buy
42,318
+26,632
+170% +$4.13M 0.07% 260
2024
Q4 		$2.44M Buy
+15,686
New +$2.37M 0.04% 344
2024
Q3 		– Sell
-2,076
Closed -$257K – 827
2024
Q2 		$257K Buy
2,076
+77
+4% +$9.5K 0.01% 705
2024
Q1 		$257K Sell
1,999
-5
-0.2% -$583 0.01% 606
2023
Q4 		$223K Buy
+2,004
New +$206K 0.01% 401
2014
Q1 		– Sell
-206
Closed -$7K – 810
2013
Q4 		$7K Buy
+206
New +$6.38K ﹤0.01% 623

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

Waverly Advisors's RJF Position: Q2 2026 in Review

Waverly Advisors increased its Raymond James Financial (RJF) stake by 4.4% in Q2 2026, buying an estimated $352K and bringing the position to 54,515 shares worth $8.29M. The position accounts for 0.05% of the portfolio, ranked #331.

Waverly Advisors first reported a position in RJF in Q4 2013 and has held it in 11 quarters since. The position peaked at $8.4M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Waverly Advisors held 54,515 shares of Raymond James Financial worth $8.29M as of Q2 2026.
  • Waverly Advisors bought 2,317 Raymond James Financial shares in Q2 2026, an estimated $352K.
  • Raymond James Financial made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #331 holding.
  • Waverly Advisors first reported a position in Raymond James Financial in Q4 2013 and has held it in 11 quarters since.
  • Waverly Advisors's Raymond James Financial position peaked at $8.4M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.