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RJF icon

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
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 $16.3B AUM 42.69% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return