Alpine Woods Capital Investors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Hold |
7,916
| – | – | 0.26% | 87 |
|
|
2026
Q1 | $1.15M | Sell |
7,916
-2,482
| -24% | -$394K | 0.28% | 84 |
|
|
2025
Q4 | $1.67M | Sell |
10,398
-2,502
| -19% | -$404K | 0.4% | 74 |
|
|
2025
Q3 | $2.23M | Hold |
12,900
| – | – | 0.52% | 62 |
|
|
2025
Q2 | $1.98M | Hold |
12,900
| – | – | 0.47% | 68 |
|
|
2025
Q1 | $1.79M | Hold |
12,900
| – | – | 0.45% | 73 |
|
|
2024
Q4 | $2M | Hold |
12,900
| – | – | 0.38% | 80 |
|
|
2024
Q3 | $2.1M | Hold |
12,900
| – | – | 0.37% | 83 |
|
|
2024
Q2 | $1.59M | Hold |
12,900
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $1.57M | Sell |
12,900
-18,100
| -58% | -$2.11M | 0.31% | 98 |
|
|
2023
Q4 | $3.46M | Sell |
31,000
-5,300
| -15% | -$546K | 0.52% | 59 |
|
|
2023
Q3 | $3.65M | Hold |
36,300
| – | – | 0.59% | 58 |
|
|
2023
Q2 | $3.77M | Buy |
36,300
+1,000
| +3% | +$92.8K | 0.59% | 57 |
|
|
2023
Q1 | $3.29M | Buy |
35,300
+7,000
| +25% | +$742K | 0.5% | 69 |
|
|
2022
Q4 | $3.02M | Buy |
28,300
+4,300
| +18% | +$483K | 0.44% | 74 |
|
|
2022
Q3 | $2.37M | Hold |
24,000
| – | – | 0.32% | 93 |
|
|
2022
Q2 | $2.15M | Hold |
24,000
| – | – | 0.27% | 106 |
|
|
2022
Q1 | $2.64M | Hold |
24,000
| – | – | 0.28% | 109 |
|
|
2021
Q4 | $2.41M | Hold |
24,000
| – | – | 0.24% | 115 |
|
|
2021
Q3 | $2.21M | Hold |
24,000
| – | – | 0.24% | 119 |
|
|
2021
Q2 | $2.08M | Hold |
24,000
| – | – | 0.22% | 123 |
|
|
2021
Q1 | $1.96M | Hold |
24,000
| – | – | 0.22% | 127 |
|
|
2020
Q4 | $1.53M | Hold |
24,000
| – | – | 0.19% | 130 |
|
|
2020
Q3 | $1.16M | Hold |
24,000
| – | – | 0.18% | 138 |
|
|
2020
Q2 | $1.1M | Hold |
24,000
| – | – | 0.21% | 114 |
|
|
2020
Q1 | $1.01M | Buy |
24,000
+4,500
| +23% | +$254K | 0.23% | 109 |
|
|
2019
Q4 | $1.16M | Hold |
19,500
| – | – | 0.22% | 104 |
|
|
2019
Q3 | $1.07M | Hold |
19,500
| – | – | 0.2% | 104 |
|
|
2019
Q2 | $1.1M | Sell |
19,500
-450
| -2% | -$25.6K | 0.23% | 104 |
|
|
2019
Q1 | $1.07M | Buy |
19,950
+450
| +2% | +$24.1K | 0.23% | 103 |
|
|
2018
Q4 | $967K | Buy |
+19,500
| New | +$1.04M | 0.23% | 102 |
|
|
2016
Q2 | – | Sell |
-7,050
| Closed | -$224K | – | 446 |
|
|
2016
Q1 | $224K | Hold |
7,050
| – | – | 0.01% | 378 |
|
|
2015
Q4 | $272K | Hold |
7,050
| – | – | 0.01% | 389 |
|
|
2015
Q3 | $233K | Buy |
7,050
+1,050
| +18% | +$38.9K | 0.01% | 427 |
|
|
2015
Q2 | $238K | Buy |
+6,000
| New | +$233K | 0.01% | 416 |
|
Other funds holding RJF
Alpine Woods Capital Investors's RJF Position: Q2 2026 in Review
Alpine Woods Capital Investors held its Raymond James Financial (RJF) position steady in Q2 2026 at 7,916 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #87.
Alpine Woods Capital Investors first reported a position in RJF in Q2 2015 and has held it in 35 quarters since. The position peaked at $3.77M in Q2 2023. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Alpine Woods Capital Investors held 7,916 shares of Raymond James Financial worth $1.2M as of Q2 2026.
- Alpine Woods Capital Investors left its Raymond James Financial share count unchanged in Q2 2026.
- Raymond James Financial made up 0.26% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #87 holding.
- Alpine Woods Capital Investors first reported a position in Raymond James Financial in Q2 2015 and has held it in 35 quarters since.
- Alpine Woods Capital Investors's Raymond James Financial position peaked at $3.77M in Q2 2023.
- 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.