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

World 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 		$4.46M Buy
30,790
+1
+0% +$152 0.07% 283
2026
Q1 		$4.46M Sell
30,789
-615
-2% -$97.5K 0.07% 288
2025
Q4 		$5.04M Buy
31,404
+156
+0.5% +$25.2K 0.08% 260
2025
Q3 		$5.39M Buy
31,248
+118
+0.4% +$19.6K 0.11% 204
2025
Q2 		$4.77M Buy
31,130
+1,433
+5% +$205K 0.11% 221
2025
Q1 		$4.13M Buy
29,697
+507
+2% +$78.7K 0.11% 225
2024
Q4 		$4.53M Buy
29,190
+900
+3% +$136K 0.12% 183
2024
Q3 		$3.46M Buy
28,290
+1,924
+7% +$225K 0.11% 213
2024
Q2 		$3.26M Buy
26,366
+7
+0% +$864 0.2% 102
2024
Q1 		$3.39M Buy
+26,359
New +$3.07M 0.48% 50

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

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

World Investment Advisors increased its Raymond James Financial (RJF) stake by 0% in Q2 2026, buying an estimated $152 and bringing the position to 30,790 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #283.

World Investment Advisors first reported a position in RJF in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.39M in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • World Investment Advisors held 30,790 shares of Raymond James Financial worth $4.46M as of Q2 2026.
  • World Investment Advisors bought 1 Raymond James Financial share in Q2 2026, an estimated $152.
  • Raymond James Financial made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • World Investment Advisors first reported a position in Raymond James Financial in Q1 2024 and has held it in 10 quarters since.
  • World Investment Advisors's Raymond James Financial position peaked at $5.39M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.