AIM
RJF icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return