WBI Investments’s Raymond James Financial RJF Stock Holding History

WBI Investments’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	–	Sell	-7,350	Closed	-$1.18M	–	385
2025 Q4	$1.18M	Buy	+7,350	New	+$1.19M	0.31%	85
2024 Q3	–	Sell	-4,837	Closed	-$598K	–	266
2024 Q2	$598K	Buy	+4,837	New	+$597K	0.14%	113
2021 Q2	–	Sell	-95,994	Closed	-$7.84M	–	230
2021 Q1	$7.84M	Buy	+95,994	New	+$7.15M	1.23%	14
2020 Q1	–	Sell	-10,856	Closed	-$647K	–	184
2019 Q4	$647K	Buy	+10,856	New	+$627K	0.07%	145
2018 Q1	–	Sell	-58,002	Closed	-$3.45M	–	297
2017 Q4	$3.45M	Sell	58,002 -999	-2%	-$57.6K	0.16%	103
2017 Q3	$3.32M	Buy	+59,001	New	+$3.18M	0.15%	97
2016 Q4	–	Sell	-103,874	Closed	-$4.03M	–	373
2016 Q3	$4.03M	Buy	+103,874	New	+$3.83M	0.15%	95
2014 Q4	–	Sell	-381,665	Closed	-$13.6M	–	232
2014 Q3	$13.6M	Buy	381,665 +17,864	+5%	+$625K	0.4%	58
2014 Q2	$12.3M	Buy	+363,801	New	+$12.1M	0.53%	56

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WBI Investments's RJF Position: Q1 2026 in Review

WBI Investments sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 7,350 shares — an estimated $1.18M sold.

WBI Investments first reported a position in RJF in Q2 2014 and held it in 9 quarters. The position peaked at $13.6M in Q3 2014. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

WBI Investments reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 7,350 Raymond James Financial shares in Q1 2026, an estimated $1.18M.
WBI Investments first reported a position in Raymond James Financial in Q2 2014 and held it in 9 quarters.
WBI Investments's Raymond James Financial position peaked at $13.6M in Q3 2014.
918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.