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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2022
Holdings of RJF by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−33−100.0%Sold outHolders
Q1 202633$4.78K<0.1%+10+43.5%AddedHolders
Q4 202523$3.70K<0.1%00.0%UnchangedHolders
Q3 202523$3.97K<0.1%00.0%UnchangedHolders
Q2 202523$3.53K<0.1%00.0%UnchangedHolders
Q1 202523$3.20K<0.1%−10−30.3%ReducedHolders
Q4 202433$5.13K<0.1%+5+17.9%AddedHolders
Q3 202428$3.43K<0.1%00.0%UnchangedHolders
Q2 202428$3.46K<0.1%00.0%UnchangedHolders
Q1 202428$3.60K<0.1%−1−3.4%ReducedHolders
Q4 202329$3.23K<0.1%+1+3.6%AddedHolders
Q3 202328$2.81K<0.1%00.0%UnchangedHolders
Q2 202328$2.91K<0.1%00.0%UnchangedHolders
Q1 202328$2.61K<0.1%00.0%UnchangedHolders
Q4 202228$2.99K<0.1%+13+86.7%AddedHolders
Q3 202215$1.49K<0.1%+15NewHolders