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Westfuller Advisors’s Raymond James Financial RJF Stock Holding History

Westfuller 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 		$3.78K Sell
25
-15
-38% -$2.28K ﹤0.01% 610
2026
Q1 		$5.77K Buy
40
+12
+43% +$1.9K ﹤0.01% 526
2025
Q4 		$4.46K Buy
28
+2
+8% +$323 ﹤0.01% 577
2025
Q3 		$4.43K Buy
+26
New +$4.31K ﹤0.01% 553

Other funds holding RJF

HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Westfuller Advisors's RJF Position: Q2 2026 in Review

Westfuller Advisors reduced its Raymond James Financial (RJF) stake by 38% in Q2 2026, selling an estimated $2.28K and leaving 25 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Westfuller Advisors first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.77K in Q1 2026. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Westfuller Advisors held 25 shares of Raymond James Financial worth $3.78K as of Q2 2026.
  • Westfuller Advisors sold 15 Raymond James Financial shares in Q2 2026, an estimated $2.28K.
  • Raymond James Financial made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #610 holding.
  • Westfuller Advisors first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Raymond James Financial position peaked at $5.77K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.