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

Allen 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	$1.7M	Hold	11,150	–	–	0.02%	135
2026 Q1	$1.61M	Hold	11,150	–	–	0.02%	131
2025 Q4	$1.79M	Hold	11,150	–	–	0.02%	131
2025 Q3	$1.92M	Hold	11,150	–	–	0.02%	116
2025 Q2	$1.71M	Hold	11,150	–	–	0.02%	116
2025 Q1	$1.55M	Hold	11,150	–	–	0.02%	122
2024 Q4	$1.73M	Hold	11,150	–	–	0.02%	117
2024 Q3	$1.37M	Hold	11,150	–	–	0.02%	131
2024 Q2	$1.38M	Hold	11,150	–	–	0.02%	128
2024 Q1	$1.43M	Hold	11,150	–	–	0.02%	117
2023 Q4	$1.24M	Hold	11,150	–	–	0.02%	124
2023 Q3	$1.12M	Buy	+11,150	New	+$1.18M	0.02%	127

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Allen Investment Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 11,150 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #135.

Allen Investment Management first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Allen Investment Management held 11,150 shares of Raymond James Financial worth $1.7M as of Q2 2026.
Allen Investment Management left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.02% of Allen Investment Management's portfolio in Q2 2026, its #135 holding.
Allen Investment Management first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
Allen Investment Management's Raymond James Financial position peaked at $1.92M in Q3 2025.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.