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Western Wealth Management’s Raymond James Financial RJF Stock Holding History

Western Wealth Management’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 		$1.49M Buy
9,814
+180
+2% +$27.3K 0.05% 368
2026
Q1 		$1.4M Buy
+9,634
New +$1.53M 0.05% 350
2025
Q1 		– Sell
-10,479
Closed -$1.63M – 758
2024
Q4 		$1.63M Sell
10,479
-158
-1% -$23.9K 0.09% 229
2024
Q3 		$1.3M Buy
+10,637
New +$1.24M 0.07% 262
2024
Q1 		– Sell
-10,322
Closed -$1.15M – 706
2023
Q4 		$1.15M Sell
10,322
-12
-0.1% -$1.24K 0.08% 252
2023
Q3 		$1.04M Buy
10,334
+552
+6% +$58.4K 0.09% 240
2023
Q2 		$1.02M Buy
9,782
+1,359
+16% +$126K 0.09% 238
2023
Q1 		$786K Sell
8,423
-228
-3% -$24.2K 0.07% 271
2022
Q4 		$924K Buy
8,651
+564
+7% +$63.3K 0.09% 233
2022
Q3 		$962K Buy
8,087
+242
+3% +$24.5K 0.06% 314
2022
Q2 		$711K Buy
7,845
+2,815
+56% +$276K 0.04% 379
2022
Q1 		$553K Buy
+5,030
New +$533K 0.03% 500

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 $3.38T AUM 44.17% 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

Western Wealth Management's RJF Position: Q2 2026 in Review

Western Wealth Management increased its Raymond James Financial (RJF) stake by 1.9% in Q2 2026, buying an estimated $27.3K and bringing the position to 9,814 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #368.

Western Wealth Management first reported a position in RJF in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2024. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Western Wealth Management held 9,814 shares of Raymond James Financial worth $1.49M as of Q2 2026.
  • Western Wealth Management bought 180 Raymond James Financial shares in Q2 2026, an estimated $27.3K.
  • Raymond James Financial made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Western Wealth Management first reported a position in Raymond James Financial in Q1 2022 and has held it in 12 quarters since.
  • Western Wealth Management's Raymond James Financial position peaked at $1.63M in Q4 2024.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.