Wellspring Financial Advisors’s Raymond James Financial RJF Stock Holding History

Wellspring Financial Advisors’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	$2.64M	Sell	17,368 -4	-0%	-$607	0.17%	56
2026 Q1	$2.52M	Buy	17,372 +4	+0%	+$634	0.19%	54
2025 Q4	$2.79M	Hold	17,368	–	–	0.22%	43
2025 Q3	$3M	Hold	17,368	–	–	0.28%	33
2025 Q2	$2.66M	Buy	17,368 +15	+0.1%	+$2.15K	0.27%	35
2025 Q1	$2.41M	Sell	17,353 -5,375	-24%	-$834K	0.27%	36
2024 Q4	$3.53M	Sell	22,728 -800	-3%	-$121K	0.37%	34
2024 Q3	$2.88M	Sell	23,528 -20	-0.1%	-$2.34K	0.34%	33
2024 Q2	$2.91M	Buy	23,548 +20	+0.1%	+$2.47K	0.4%	34
2024 Q1	$3.02M	Buy	23,528 +9,750	+71%	+$1.14M	0.48%	30
2023 Q4	$1.54M	Buy	+13,778	New	+$1.42M	0.38%	41

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

Wellspring Financial Advisors's RJF Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Raymond James Financial (RJF) stake by 0.02% in Q2 2026, selling an estimated $607 and leaving 17,368 shares worth $2.64M. The position accounts for 0.17% of the portfolio, ranked #56.

Wellspring Financial Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.53M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Wellspring Financial Advisors held 17,368 shares of Raymond James Financial worth $2.64M as of Q2 2026.
Wellspring Financial Advisors sold 4 Raymond James Financial shares in Q2 2026, an estimated $607.
Raymond James Financial made up 0.17% of Wellspring Financial Advisors's portfolio in Q2 2026, its #56 holding.
Wellspring Financial Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
Wellspring Financial Advisors's Raymond James Financial position peaked at $3.53M in Q4 2024.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.