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West Michigan Advisors’s Raymond James Financial RJF Stock Holding History

West Michigan 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 		$1.09M Buy
7,145
+5
+0.1% +$759 0.21% 121
2026
Q1 		$1.03M Hold
7,140
– – 0.23% 107
2025
Q4 		$1.15M Hold
7,140
– – 0.26% 95
2025
Q3 		$1.23M Sell
7,140
-150
-2% -$24.9K 0.3% 88
2025
Q2 		$1.12M Hold
7,290
– – 0.32% 62
2025
Q1 		$1.01M Sell
7,290
-951
-12% -$148K 0.34% 59
2024
Q4 		$1.28M Sell
8,241
-379
-4% -$57.2K 0.39% 53
2024
Q3 		$1.06M Sell
8,620
-105
-1% -$12.3K 0.32% 63
2024
Q2 		$1.08M Buy
8,725
+4
+0% +$494 0.34% 52
2024
Q1 		$1.12M Sell
8,721
-254
-3% -$29.6K 0.36% 52
2023
Q4 		$1M Sell
8,975
-375
-4% -$38.6K 0.38% 51
2023
Q3 		$939K Sell
9,350
-200
-2% -$21.2K 0.5% 50
2023
Q2 		$991K Buy
9,550
+757
+9% +$70.3K 0.4% 71
2023
Q1 		$820K Buy
8,793
+291
+3% +$30.8K 0.47% 51
2022
Q4 		$908K Sell
8,502
-620
-7% -$69.6K 0.66% 36
2022
Q3 		$902K Sell
9,122
-199
-2% -$20.2K 0.79% 34
2022
Q2 		$833K Buy
9,321
+54
+0.6% +$5.29K 0.72% 38
2022
Q1 		$1.02M Buy
9,267
+1,958
+27% +$207K 0.69% 33
2021
Q4 		$734K Buy
+7,309
New +$722K 0.55% 40

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

West Michigan Advisors's RJF Position: Q2 2026 in Review

West Michigan Advisors increased its Raymond James Financial (RJF) stake by 0.07% in Q2 2026, buying an estimated $759 and bringing the position to 7,145 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #121.

West Michigan Advisors first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • West Michigan Advisors held 7,145 shares of Raymond James Financial worth $1.09M as of Q2 2026.
  • West Michigan Advisors bought 5 Raymond James Financial shares in Q2 2026, an estimated $759.
  • Raymond James Financial made up 0.21% of West Michigan Advisors's portfolio in Q2 2026, its #121 holding.
  • West Michigan Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Raymond James Financial position peaked at $1.28M in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.