Wetzel Investment Advisors’s Raymond James Financial RJF Stock Holding History

Wetzel Investment 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 Q3	$795K	Hold	5,029	–	–	0.27%	57
2026 Q2	$765K	Buy	5,029 +500	+11%	+$75.9K	0.26%	58
2026 Q1	$656K	Buy	4,529 +500	+12%	+$79.3K	0.26%	60
2025 Q4	$647K	Sell	4,029 -1,000	-20%	-$161K	0.26%	58
2025 Q3	$868K	Hold	5,029	–	–	0.37%	45
2025 Q2	$771K	Hold	5,029	–	–	0.35%	45
2025 Q1	$699K	Hold	5,029	–	–	0.35%	49
2024 Q4	$781K	Hold	5,029	–	–	0.39%	47
2024 Q3	$616K	Sell	5,029 -500	-9%	-$58.4K	0.31%	61
2024 Q2	$710K	Buy	5,529 +500	+10%	+$61.7K	0.41%	45
2024 Q1	$613K	Sell	5,029 -1,000	-17%	-$117K	0.36%	47
2023 Q4	$672K	Buy	+6,029	New	+$621K	0.41%	40

Other funds holding RJF

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wetzel Investment Advisors's RJF Position: Q3 2026 in Review

Wetzel Investment Advisors held its Raymond James Financial (RJF) position steady in Q3 2026 at 5,029 shares worth $795K. The position accounts for 0.27% of the portfolio, ranked #57.

Wetzel Investment Advisors first reported a position in RJF in Q4 2023 and has held it in 12 quarters since. The position peaked at $868K in Q3 2025. 58 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Wetzel Investment Advisors held 5,029 shares of Raymond James Financial worth $795K as of Q3 2026.
Wetzel Investment Advisors left its Raymond James Financial share count unchanged in Q3 2026.
Raymond James Financial made up 0.27% of Wetzel Investment Advisors's portfolio in Q3 2026, its #57 holding.
Wetzel Investment Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's Raymond James Financial position peaked at $868K in Q3 2025.
58 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.