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Access Investment Management’s Raymond James Financial RJF Stock Holding History

Access Investment Management’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 		$4.55M Buy
29,960
+244
+0.8% +$37K 1.17% 28
2026
Q1 		$4.3M Buy
29,716
+55
+0.2% +$8.72K 1.15% 33
2025
Q4 		$5.12M Hold
29,661
– – 1.38% 28
2025
Q3 		$5.12M Buy
29,661
+320
+1% +$53K 1.38% 28
2025
Q2 		$4.5M Buy
+29,341
New +$4.2M 1.28% 28
2024
Q4 		$4.51M Buy
29,051
+220
+0.8% +$33.2K 1.31% 27
2024
Q3 		$3.53M Buy
28,831
+45
+0.2% +$5.26K 1.08% 28
2024
Q2 		$3.56M Buy
28,786
+250
+0.9% +$30.9K 1.16% 28
2024
Q1 		$3.66M Buy
28,536
+35
+0.1% +$4.08K 1.21% 25
2023
Q4 		$3.18M Buy
+28,501
New +$2.93M 1.19% 26

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

Access Investment Management's RJF Position: Q2 2026 in Review

Access Investment Management increased its Raymond James Financial (RJF) stake by 0.82% in Q2 2026, buying an estimated $37K and bringing the position to 29,960 shares worth $4.55M. The position accounts for 1.17% of the portfolio, ranked #28.

Access Investment Management first reported a position in RJF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.12M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Access Investment Management held 29,960 shares of Raymond James Financial worth $4.55M as of Q2 2026.
  • Access Investment Management bought 244 Raymond James Financial shares in Q2 2026, an estimated $37K.
  • Raymond James Financial made up 1.17% of Access Investment Management's portfolio in Q2 2026, its #28 holding.
  • Access Investment Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's Raymond James Financial position peaked at $5.12M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.