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Allred Capital Management’s Raymond James Financial RJF Stock Holding History

Allred Capital 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 		$310K Buy
2,041
+13
+0.6% +$1.97K 0.1% 137
2026
Q1 		$294K Buy
2,028
+10
+0.5% +$1.59K 0.11% 133
2025
Q4 		$324K Buy
2,018
+13
+0.6% +$2.1K 0.12% 127
2025
Q3 		$346K Buy
2,005
+43
+2% +$7.13K 0.12% 130
2025
Q2 		$301K Buy
1,962
+28
+1% +$4.01K 0.11% 130
2025
Q1 		$269K Buy
1,934
+60
+3% +$9.31K 0.11% 140
2024
Q4 		$291K Buy
1,874
+4
+0.2% +$604 0.11% 142
2024
Q3 		$229K Buy
1,870
+35
+2% +$4.09K 0.09% 155
2024
Q2 		$227K Buy
1,835
+35
+2% +$4.32K 0.09% 159
2024
Q1 		$231K Buy
+1,800
New +$210K 0.09% 160
2021
Q2 		– Sell
-1,512
Closed -$124K – 646
2021
Q1 		$124K Buy
+1,512
New +$113K 0.06% 231
2020
Q3 		– Sell
-7,970
Closed -$365K – 170
2020
Q2 		$365K Buy
7,970
+33
+0.4% +$1.49K 0.23% 98
2020
Q1 		$334K Buy
7,937
+7,560
+2,005% +$426K 0.26% 93
2019
Q4 		$22.5K Sell
377
-7,509
-95% -$433K 0.01% 461
2019
Q3 		$417K Sell
7,886
-372
-5% -$20.2K 0.25% 101
2019
Q2 		$465K Sell
8,258
-627
-7% -$35.7K 0.27% 101
2019
Q1 		$492K Sell
8,885
-3,499
-28% -$187K 0.28% 97
2018
Q4 		$614K Buy
+12,384
New +$660K 0.41% 77

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

Allred Capital Management's RJF Position: Q2 2026 in Review

Allred Capital Management increased its Raymond James Financial (RJF) stake by 0.64% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,041 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #137.

Allred Capital Management first reported a position in RJF in Q4 2018 and has held it in 18 quarters since. The position peaked at $614K in Q4 2018. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Allred Capital Management held 2,041 shares of Raymond James Financial worth $310K as of Q2 2026.
  • Allred Capital Management bought 13 Raymond James Financial shares in Q2 2026, an estimated $1.97K.
  • Raymond James Financial made up 0.1% of Allred Capital Management's portfolio in Q2 2026, its #137 holding.
  • Allred Capital Management first reported a position in Raymond James Financial in Q4 2018 and has held it in 18 quarters since.
  • Allred Capital Management's Raymond James Financial position peaked at $614K in Q4 2018.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.