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Aft Forsyth & Sober’s Raymond James Financial RJF Stock Holding History

Aft Forsyth & Sober’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 		$2.39M Hold
16,500
– – 0.75% 39
2026
Q1 		$2.39M Hold
16,500
– – 0.73% 40
2025
Q4 		$2.65M Hold
16,500
– – 0.8% 33
2025
Q3 		$2.85M Hold
16,500
– – 0.88% 29
2025
Q2 		$2.53M Buy
16,500
+550
+3% +$78.8K 0.85% 33
2025
Q1 		$2.22M Buy
15,950
+200
+1% +$31K 0.77% 41
2024
Q4 		$2.45M Hold
15,750
– – 0.79% 38
2024
Q3 		$1.93M Hold
15,750
– – 0.63% 44
2024
Q2 		$1.95M Hold
15,750
– – 0.67% 41
2024
Q1 		$2.02M Sell
15,750
-800
-5% -$93.2K 0.71% 46
2023
Q4 		$1.84M Hold
16,550
– – 0.71% 43
2023
Q3 		$1.66M Hold
16,550
– – 0.7% 39
2023
Q2 		$1.72M Buy
16,550
+800
+5% +$74.3K 0.71% 37
2023
Q1 		$1.47M Sell
15,750
-800
-5% -$84.7K 0.74% 39
2022
Q4 		$1.77M Hold
16,550
– – 0.8% 30
2022
Q3 		$1.64M Hold
16,550
– – 0.8% 31
2022
Q2 		$1.48M Hold
16,550
– – 0.69% 39
2022
Q1 		$1.82M Buy
16,550
+800
+5% +$84.8K 0.72% 33
2021
Q4 		$1.58M Hold
15,750
– – 0.55% 47
2021
Q3 		$1.45M Buy
15,750
+300
+2% +$26.9K 0.55% 50
2021
Q2 		$1.34M Hold
15,450
– – 0.5% 40
2021
Q1 		$1.26M Buy
15,450
+7,650
+98% +$570K 0.52% 39
2020
Q4 		$497K Buy
+7,800
New +$446K 0.38% 51

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

Aft Forsyth & Sober's RJF Position: Q2 2026 in Review

Aft Forsyth & Sober held its Raymond James Financial (RJF) position steady in Q2 2026 at 16,500 shares worth $2.39M. The position accounts for 0.75% of the portfolio, ranked #39.

Aft Forsyth & Sober first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.85M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Aft Forsyth & Sober held 16,500 shares of Raymond James Financial worth $2.39M as of Q2 2026.
  • Aft Forsyth & Sober left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.75% of Aft Forsyth & Sober's portfolio in Q2 2026, its #39 holding.
  • Aft Forsyth & Sober first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
  • Aft Forsyth & Sober's Raymond James Financial position peaked at $2.85M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Aft Forsyth & Sober's 13F filing for Q2 2026, filed 14 Aug 2026.