Wealthcare Advisory Partners’s Raymond James Financial RJF Stock Holding History

Wealthcare Advisory Partners’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	$662K	Sell	4,354 -536	-11%	-$81.4K	0.01%	630
2026 Q1	$708K	Sell	4,890 -125	-2%	-$19.8K	0.01%	601
2025 Q4	$805K	Buy	5,015 +368	+8%	+$59.4K	0.02%	570
2025 Q3	$802K	Buy	4,647 +1,514	+48%	+$251K	0.02%	561
2025 Q2	$481K	Sell	3,133 -650	-17%	-$93.1K	0.01%	652
2025 Q1	$526K	Buy	3,783 +1,352	+56%	+$210K	0.01%	586
2024 Q4	$378K	Buy	+2,431	New	+$367K	0.01%	645
2021 Q2	–	Sell	-200	Closed	-$16K	–	1580
2021 Q1	$16K	Buy	+200	New	+$14.9K	﹤0.01%	1300
2020 Q2	–	Sell	-150	Closed	-$6K	–	1130
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	1070
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	982
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	979
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	965
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	875
2018 Q4	$7K	Hold	150	–	–	﹤0.01%	868
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	875
2018 Q2	$9K	Hold	150	–	–	﹤0.01%	870
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	757
2017 Q4	$9K	Buy	+150	New	+$8.64K	﹤0.01%	702

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wealthcare Advisory Partners's RJF Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Raymond James Financial (RJF) stake by 11% in Q2 2026, selling an estimated $81.4K and leaving 4,354 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #630.

Wealthcare Advisory Partners first reported a position in RJF in Q4 2017 and has held it in 18 quarters since. The position peaked at $805K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Wealthcare Advisory Partners held 4,354 shares of Raymond James Financial worth $662K as of Q2 2026.
Wealthcare Advisory Partners sold 536 Raymond James Financial shares in Q2 2026, an estimated $81.4K.
Raymond James Financial made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #630 holding.
Wealthcare Advisory Partners first reported a position in Raymond James Financial in Q4 2017 and has held it in 18 quarters since.
Wealthcare Advisory Partners's Raymond James Financial position peaked at $805K in Q4 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.