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Wealthspire Advisors (New York)’s Raymond James Financial RJF Stock Holding History

Wealthspire Advisors (New York)’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 		$382K Sell
2,641
-4,592
-63% -$728K ﹤0.01% 658
2025
Q4 		$1.16M Buy
7,233
+974
+16% +$157K 0.01% 398
2025
Q3 		$1.08M Sell
6,259
-344
-5% -$57K 0.01% 376
2025
Q2 		$1.01M Sell
6,603
-166
-2% -$23.8K 0.01% 382
2025
Q1 		$940K Sell
6,769
-43
-0.6% -$6.67K 0.01% 389
2024
Q4 		$1.06M Buy
6,812
+266
+4% +$40.2K 0.01% 361
2024
Q3 		$802K Buy
6,546
+39
+0.6% +$4.55K 0.01% 408
2024
Q2 		$804K Buy
6,507
+502
+8% +$62K 0.01% 350
2024
Q1 		$771K Buy
6,005
+53
+0.9% +$6.18K 0.01% 350
2023
Q4 		$664K Sell
5,952
-75
-1% -$7.72K 0.01% 376
2023
Q3 		$605K Buy
6,027
+6
+0.1% +$635 0.01% 358
2023
Q2 		$625K Buy
6,021
+340
+6% +$31.6K 0.01% 325
2023
Q1 		$530K Sell
5,681
-675
-11% -$71.5K 0.01% 345
2022
Q4 		$679K Buy
6,356
+678
+12% +$76.1K 0.01% 331
2022
Q3 		$561K Buy
5,678
+48
+0.9% +$4.86K 0.01% 315
2022
Q2 		$503K Buy
5,630
+154
+3% +$15.1K 0.01% 314
2022
Q1 		$602K Buy
+5,476
New +$580K 0.01% 242
2021
Q3 		– Sell
-5,477
Closed -$474K – 596
2021
Q2 		$474K Sell
5,477
-1,908
-26% -$166K 0.01% 232
2021
Q1 		$603K Buy
7,385
+315
+4% +$23.5K 0.01% 349
2020
Q4 		$451K Buy
+7,070
New +$405K 0.01% 326
2020
Q2 		– Sell
-5,219
Closed -$220K – 470
2020
Q1 		$220K Buy
+5,219
New +$294K 0.01% 461
2019
Q1 		– Sell
-48
Closed -$2K – 640
2018
Q4 		$2K Buy
+48
New +$2.56K ﹤0.01% 764

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.56T 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

Wealthspire Advisors (New York)'s RJF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Raymond James Financial (RJF) stake by 63% in Q1 2026, selling an estimated $728K and leaving 2,641 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Wealthspire Advisors (New York) first reported a position in RJF in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.16M in Q4 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,641 shares of Raymond James Financial worth $382K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,592 Raymond James Financial shares in Q1 2026, an estimated $728K.
  • Raymond James Financial made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #658 holding.
  • Wealthspire Advisors (New York) first reported a position in Raymond James Financial in Q4 2018 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s Raymond James Financial position peaked at $1.16M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.