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WPG Advisers’s Raymond James Financial RJF Stock Holding History

WPG Advisers’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 		$14.7K Sell
97
-1
-1% -$152 0.01% 646
2026
Q1 		$14.2K Buy
98
+14
+17% +$2.22K 0.01% 571
2025
Q4 		$13.5K Sell
84
-58
-41% -$9.37K 0.01% 614
2025
Q3 		$24.5K Buy
142
+11
+8% +$1.82K 0.02% 459
2025
Q2 		$20.1K Sell
131
-30
-19% -$4.3K 0.02% 488
2025
Q1 		$22.4K Sell
161
-8
-5% -$1.24K 0.02% 448
2024
Q4 		$26.3K Buy
+169
New +$25.5K 0.02% 403

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

WPG Advisers's RJF Position: Q2 2026 in Review

WPG Advisers reduced its Raymond James Financial (RJF) stake by 1% in Q2 2026, selling an estimated $152 and leaving 97 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #646.

WPG Advisers first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.3K in Q4 2024. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • WPG Advisers held 97 shares of Raymond James Financial worth $14.7K as of Q2 2026.
  • WPG Advisers sold 1 Raymond James Financial share in Q2 2026, an estimated $152.
  • Raymond James Financial made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #646 holding.
  • WPG Advisers first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Raymond James Financial position peaked at $26.3K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.