Wealth Enhancement Advisory Services
RJF icon

Wealth Enhancement Advisory Services’s Raymond James Financial RJF Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.96M Buy
40,277
+3,168
+9% +$481K 0.01% 909
2026
Q1 		$4.69M Sell
37,109
-18,751
-34% -$2.97M 0.01% 930
2025
Q4 		$9.44M Buy
55,860
+4,259
+8% +$688K 0.01% 717
2025
Q3 		$8.55M Buy
51,601
+6,379
+14% +$1.06M 0.01% 720
2025
Q2 		$7.24M Buy
45,222
+1,219
+3% +$175K 0.01% 746
2025
Q1 		$6.11M Buy
44,003
+1,375
+3% +$213K 0.01% 750
2024
Q4 		$6.62M Buy
42,628
+4,269
+11% +$645K 0.01% 704
2024
Q3 		$4.7M Buy
38,359
+7,338
+24% +$857K 0.01% 747
2024
Q2 		$3.83M Buy
31,021
+15,940
+106% +$1.97M 0.01% 764
2024
Q1 		$1.94M Sell
15,081
-3,638
-19% -$424K 0.01% 956
2023
Q4 		$2.09M Sell
18,719
-4,848
-21% -$499K 0.01% 879
2023
Q3 		$2.37M Buy
+23,567
New +$2.49M 0.01% 801

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

Wealth Enhancement Advisory Services's RJF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Raymond James Financial (RJF) stake by 8.5% in Q2 2026, buying an estimated $481K and bringing the position to 40,277 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #909.

Wealth Enhancement Advisory Services first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.44M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,277 shares of Raymond James Financial worth $5.96M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,168 Raymond James Financial shares in Q2 2026, an estimated $481K.
  • Raymond James Financial made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #909 holding.
  • Wealth Enhancement Advisory Services first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Raymond James Financial position peaked at $9.44M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.