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Wedmont Private Capital’s Raymond James Financial RJF Stock Holding History

Wedmont Private Capital’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
Q3 		$1.76M Buy
11,090
+326
+3% +$55.9K 0.04% 237
2026
Q2 		$1.81M Buy
10,764
+410
+4% +$62.2K 0.05% 209
2026
Q1 		$1.53M Sell
10,354
-74
-0.7% -$11.7K 0.05% 214
2025
Q4 		$1.72M Buy
10,428
+3
+0% +$484 0.06% 181
2025
Q3 		$1.73M Buy
10,425
+64
+0.6% +$10.6K 0.06% 186
2025
Q2 		$1.64M Buy
10,361
+43
+0.4% +$6.16K 0.07% 180
2025
Q1 		$1.4M Buy
10,318
+8,442
+450% +$1.31M 0.07% 171
2024
Q4 		$289K Buy
1,876
+107
+6% +$16.2K 0.02% 545
2024
Q3 		$222K Buy
1,769
+86
+5% +$10K 0.01% 608
2024
Q2 		$204K Buy
+1,683
New +$208K 0.01% 606
2023
Q1 		– Sell
-2,402
Closed -$265K – 488
2022
Q4 		$265K Buy
+2,402
New +$270K 0.04% 367

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wedmont Private Capital's RJF Position: Q3 2026 in Review

Wedmont Private Capital increased its Raymond James Financial (RJF) stake by 3% in Q3 2026, buying an estimated $55.9K and bringing the position to 11,090 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #237.

Wedmont Private Capital first reported a position in RJF in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.81M in Q2 2026. 36 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Wedmont Private Capital held 11,090 shares of Raymond James Financial worth $1.76M as of Q3 2026.
  • Wedmont Private Capital bought 326 Raymond James Financial shares in Q3 2026, an estimated $55.9K.
  • Raymond James Financial made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #237 holding.
  • Wedmont Private Capital first reported a position in Raymond James Financial in Q4 2022 and has held it in 11 quarters since.
  • Wedmont Private Capital's Raymond James Financial position peaked at $1.81M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.