WAG
RJF icon

Wilkerson Advisory Group’s Raymond James Financial RJF Stock Holding History

Wilkerson Advisory Group’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 		$3.19K Sell
21
-12
-36% -$1.82K ﹤0.01% 525
2026
Q1 		$4.78K Buy
33
+16
+94% +$2.54K ﹤0.01% 481
2025
Q4 		$2.73K Buy
+17
New +$2.75K ﹤0.01% 497

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

Wilkerson Advisory Group's RJF Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Raymond James Financial (RJF) stake by 36% in Q2 2026, selling an estimated $1.82K and leaving 21 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Wilkerson Advisory Group first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.78K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Wilkerson Advisory Group held 21 shares of Raymond James Financial worth $3.19K as of Q2 2026.
  • Wilkerson Advisory Group sold 12 Raymond James Financial shares in Q2 2026, an estimated $1.82K.
  • Raymond James Financial made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #525 holding.
  • Wilkerson Advisory Group first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Raymond James Financial position peaked at $4.78K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.