Winebrenner Capital Management’s Raymond James Financial RJF Stock Holding History

Winebrenner Capital 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 Q3	$214K	Hold	1,354	–	–	0.14%	127
2026 Q2	$206K	Buy	+1,354	New	+$206K	0.13%	143
2026 Q1	–	Sell	-1,354	Closed	-$217K	–	146
2025 Q4	$217K	Sell	1,354 -165	-11%	-$26.6K	0.14%	128
2025 Q3	$262K	Hold	1,519	–	–	0.19%	115
2025 Q2	$233K	Sell	1,519 -5	-0.3%	-$716	0.19%	115
2025 Q1	$212K	Hold	1,524	–	–	0.19%	117
2024 Q4	$237K	Buy	+1,524	New	+$230K	0.18%	109

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

Winebrenner Capital Management's RJF Position: Q3 2026 in Review

Winebrenner Capital Management held its Raymond James Financial (RJF) position steady in Q3 2026 at 1,354 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #127.

Winebrenner Capital Management first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 58 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Winebrenner Capital Management held 1,354 shares of Raymond James Financial worth $214K as of Q3 2026.
Winebrenner Capital Management left its Raymond James Financial share count unchanged in Q3 2026.
Raymond James Financial made up 0.14% of Winebrenner Capital Management's portfolio in Q3 2026, its #127 holding.
Winebrenner Capital Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's Raymond James Financial position peaked at $262K in Q3 2025.
58 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.