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Winnow Wealth’s Raymond James Financial RJF Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-1
Closed -$161 – 459
2025
Q4 		$161 Sell
1
-2
-67% -$323 ﹤0.01% 543
2025
Q3 		$519 Buy
+3
New +$497 ﹤0.01% 467
2025
Q2 		– Sell
-5
Closed -$621 – 569
2025
Q1 		$621 Buy
5
+2
+67% +$310 ﹤0.01% 466
2024
Q4 		$458 Buy
+3
New +$453 ﹤0.01% 447

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Winnow Wealth's RJF Position: Q1 2026 in Review

Winnow Wealth sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1 share — an estimated $161 sold.

Winnow Wealth first reported a position in RJF in Q4 2024 and held it in 4 quarters. The position peaked at $621 in Q1 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Winnow Wealth reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 1 Raymond James Financial share in Q1 2026, an estimated $161.
  • Winnow Wealth first reported a position in Raymond James Financial in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Raymond James Financial position peaked at $621 in Q1 2025.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.