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ALPS Advisors’s Raymond James Financial RJF Stock Holding History

ALPS Advisors’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 		$228K Buy
+1,502
New +$228K ﹤0.01% 1147
2025
Q1 		– Sell
-3,000
Closed -$466K – 1101
2024
Q4 		$466K Hold
3,000
– – ﹤0.01% 626
2024
Q3 		$367K Buy
+3,000
New +$350K ﹤0.01% 762

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

ALPS Advisors's RJF Position: Q2 2026 in Review

ALPS Advisors opened a new position in Raymond James Financial (RJF) in Q2 2026: 1,502 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in RJF as recently as Q4 2024.

ALPS Advisors first reported a position in RJF in Q3 2024 and has held it in 3 quarters since. The position peaked at $466K in Q4 2024. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • ALPS Advisors held 1,502 shares of Raymond James Financial worth $228K as of Q2 2026.
  • Raymond James Financial was a new ALPS Advisors position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1147 holding.
  • ALPS Advisors first reported a position in Raymond James Financial in Q3 2024 and has held it in 3 quarters since.
  • ALPS Advisors's Raymond James Financial position peaked at $466K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.