AM Investment Strategies’s Raymond James Financial RJF Stock Holding History

AM Investment Strategies’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	$9.74M	Hold	64,063	–	–	1.87%	14
2026 Q1	$9.28M	Hold	64,063	–	–	2.04%	13
2025 Q4	$10.3M	Hold	64,063	–	–	2.14%	11
2025 Q3	$11.1M	Sell	64,063 -8	-0%	-$1.33K	2.4%	9
2025 Q2	$9.83M	Buy	64,071 +8	+0%	+$1.15K	2.31%	11
2025 Q1	$8.9M	Hold	64,063	–	–	2.16%	12
2024 Q4	$9.95M	Hold	64,063	–	–	2.42%	8
2024 Q3	$7.84M	Hold	64,063	–	–	1.91%	9
2024 Q2	$7.92M	Hold	64,063	–	–	1.95%	9
2024 Q1	$8.23M	Hold	64,063	–	–	2.09%	9
2023 Q4	$7.14M	Hold	64,063	–	–	2.02%	8
2023 Q3	$6.43M	Hold	64,063	–	–	2.09%	8
2023 Q2	$6.65M	Sell	64,063 -18	-0%	-$1.67K	2.08%	8
2023 Q1	$5.98M	Hold	64,081	–	–	2.04%	7
2022 Q4	$6.85M	Buy	+64,081	New	+$7.19M	2.44%	7

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

AM Investment Strategies's RJF Position: Q2 2026 in Review

AM Investment Strategies held its Raymond James Financial (RJF) position steady in Q2 2026 at 64,063 shares worth $9.74M. The position accounts for 1.87% of the portfolio, ranked #14.

AM Investment Strategies first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

AM Investment Strategies held 64,063 shares of Raymond James Financial worth $9.74M as of Q2 2026.
AM Investment Strategies left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 1.87% of AM Investment Strategies's portfolio in Q2 2026, its #14 holding.
AM Investment Strategies first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
AM Investment Strategies's Raymond James Financial position peaked at $11.1M in Q3 2025.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.