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Planning Strategies Inc.’s Raymond James Financial RJF Stock Holding History

Planning Strategies Inc.’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 		$304 Buy
+2
New +$304 ﹤0.01% 945

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Planning Strategies Inc.'s RJF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Raymond James Financial (RJF) in Q2 2026: 2 shares worth $304. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings.

282 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of Raymond James Financial worth $304 as of Q2 2026.
  • Raymond James Financial was a new Planning Strategies Inc. position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #945 holding.
  • 282 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.