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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Wetzel Investment Advisors's RJF Position: Q2 2026 in Review

Wetzel Investment Advisors increased its Raymond James Financial (RJF) stake by 11% in Q2 2026, buying an estimated $75.9K and bringing the position to 5,029 shares worth $765K. The position accounts for 0.26% of the portfolio, ranked #58.

Wetzel Investment Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $868K in Q3 2025. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Wetzel Investment Advisors held 5,029 shares of Raymond James Financial worth $765K as of Q2 2026.
  • Wetzel Investment Advisors bought 500 Raymond James Financial shares in Q2 2026, an estimated $75.9K.
  • Raymond James Financial made up 0.26% of Wetzel Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Wetzel Investment Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Raymond James Financial position peaked at $868K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.