APIM
RJF icon

Agate Pass Investment Management’s Raymond James Financial RJF Stock Holding History

Agate Pass 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 		$393K Hold
2,582
– – 0.14% 88
2026
Q1 		$374K Sell
2,582
-100
-4% -$15.9K 0.15% 90
2025
Q4 		$431K Hold
2,682
– – 0.16% 91
2025
Q3 		$463K Hold
2,682
– – 0.18% 86
2025
Q2 		$411K Hold
2,682
– – 0.17% 92
2025
Q1 		$373K Sell
2,682
-286
-10% -$44.4K 0.16% 94
2024
Q4 		$461K Hold
2,968
– – 0.21% 89
2024
Q3 		$363K Sell
2,968
-500
-14% -$58.4K 0.18% 81
2024
Q2 		$429K Hold
3,468
– – 0.23% 75
2024
Q1 		$445K Sell
3,468
-586
-14% -$68.3K 0.24% 74
2023
Q4 		$452K Hold
4,054
– – 0.26% 73
2023
Q3 		$407K Sell
4,054
-100
-2% -$10.6K 0.28% 66
2023
Q2 		$431K Sell
4,154
-175
-4% -$16.2K 0.26% 70
2023
Q1 		$404K Hold
4,329
– – 0.26% 77
2022
Q4 		$463K Hold
4,329
– – 0.33% 70
2022
Q3 		$428K Hold
4,329
– – 0.33% 69
2022
Q2 		$387K Sell
4,329
-189
-4% -$18.5K 0.27% 75
2022
Q1 		$497K Sell
4,518
-200
-4% -$21.2K 0.31% 67
2021
Q4 		$474K Buy
+4,718
New +$466K 0.29% 72

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Agate Pass Investment Management's RJF Position: Q2 2026 in Review

Agate Pass Investment Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,582 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #88.

Agate Pass Investment Management first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $497K in Q1 2022. 175 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Agate Pass Investment Management held 2,582 shares of Raymond James Financial worth $393K as of Q2 2026.
  • Agate Pass Investment Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.14% of Agate Pass Investment Management's portfolio in Q2 2026, its #88 holding.
  • Agate Pass Investment Management first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Raymond James Financial position peaked at $497K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.