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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return