James T. Borello RIA’s Raymond James Financial RJF Stock Holding History

James T. Borello RIA’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	$948	Buy	6 +2	+50%	+$343	﹤0.01%	998
2026 Q2	$608	Sell	4 -93	-96%	-$14.1K	﹤0.01%	1050
2026 Q1	$14K	Buy	97 +2	+2%	+$317	﹤0.01%	464
2025 Q4	$15.3K	Buy	95 +70	+280%	+$11.3K	﹤0.01%	322
2025 Q3	$4.32K	Buy	+25	New	+$4.14K	﹤0.01%	495

Other funds holding RJF

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

James T. Borello RIA's RJF Position: Q3 2026 in Review

James T. Borello RIA increased its Raymond James Financial (RJF) stake by 50% in Q3 2026, buying an estimated $343 and bringing the position to 6 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #998.

James T. Borello RIA first reported a position in RJF in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q4 2025. 149 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

James T. Borello RIA held 6 shares of Raymond James Financial worth $948 as of Q3 2026.
James T. Borello RIA bought 2 Raymond James Financial shares in Q3 2026, an estimated $343.
Raymond James Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #998 holding.
James T. Borello RIA first reported a position in Raymond James Financial in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Raymond James Financial position peaked at $15.3K in Q4 2025.
149 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.