Wealthfront Advisers
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Wealthfront Advisers’s Raymond James Financial RJF Stock Holding History

Wealthfront Advisers’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 		$3.87M Buy
25,439
+1,859
+8% +$282K 0.01% 488
2026
Q1 		$3.41M Sell
23,580
-1,145
-5% -$182K 0.01% 503
2025
Q4 		$3.97M Buy
24,725
+7,164
+41% +$1.16M 0.01% 448
2025
Q3 		$3.03M Buy
17,561
+5,021
+40% +$832K 0.01% 502
2025
Q2 		$1.92M Buy
12,540
+3,991
+47% +$571K 0.01% 581
2025
Q1 		$1.19M Sell
8,549
-116
-1% -$18K ﹤0.01% 628
2024
Q4 		$1.35M Buy
8,665
+1,238
+17% +$187K ﹤0.01% 608
2024
Q3 		$910K Buy
7,427
+70
+1% +$8.18K ﹤0.01% 655
2024
Q2 		$909K Buy
7,357
+538
+8% +$66.4K ﹤0.01% 639
2024
Q1 		$876K Sell
6,819
-48
-0.7% -$5.59K ﹤0.01% 640
2023
Q4 		$766K Buy
6,867
+215
+3% +$22.1K ﹤0.01% 638
2023
Q3 		$668K Buy
6,652
+19
+0.3% +$2.01K ﹤0.01% 635
2023
Q2 		$688K Sell
6,633
-2,352
-26% -$218K ﹤0.01% 626
2023
Q1 		$838K Sell
8,985
-14,141
-61% -$1.5M ﹤0.01% 564
2022
Q4 		$2.47M Sell
23,126
-3,464
-13% -$389K 0.01% 351
2022
Q3 		$2.63M Buy
26,590
+1,148
+5% +$116K 0.01% 309
2022
Q2 		$2.27M Buy
25,442
+2,446
+11% +$240K 0.01% 345
2022
Q1 		$2.53M Sell
22,996
-1,841
-7% -$195K 0.01% 346
2021
Q4 		$2.49M Buy
24,837
+8,445
+52% +$835K 0.01% 341
2021
Q3 		$1.51M Buy
16,392
+10,404
+174% +$932K 0.01% 403
2021
Q2 		$519K Sell
5,988
-77
-1% -$6.7K ﹤0.01% 518
2021
Q1 		$496K Buy
6,065
+585
+11% +$43.6K ﹤0.01% 463
2020
Q4 		$350K Buy
5,480
+696
+15% +$39.8K ﹤0.01% 476
2020
Q3 		$232K Buy
+4,784
New +$232K ﹤0.01% 490
2020
Q1 		– Sell
-3,629
Closed -$216K – 484
2019
Q4 		$216K Buy
+3,629
New +$209K ﹤0.01% 484
2019
Q3 		– Sell
-3,959
Closed -$223K – 488
2019
Q2 		$223K Buy
3,959
+29
+0.7% +$1.65K ﹤0.01% 469
2019
Q1 		$211K Buy
+3,930
New +$210K ﹤0.01% 468

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

Wealthfront Advisers's RJF Position: Q2 2026 in Review

Wealthfront Advisers increased its Raymond James Financial (RJF) stake by 7.9% in Q2 2026, buying an estimated $282K and bringing the position to 25,439 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #488.

Wealthfront Advisers first reported a position in RJF in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.97M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Wealthfront Advisers held 25,439 shares of Raymond James Financial worth $3.87M as of Q2 2026.
  • Wealthfront Advisers bought 1,859 Raymond James Financial shares in Q2 2026, an estimated $282K.
  • Raymond James Financial made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #488 holding.
  • Wealthfront Advisers first reported a position in Raymond James Financial in Q1 2019 and has held it in 27 quarters since.
  • Wealthfront Advisers's Raymond James Financial position peaked at $3.97M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.