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Annis Gardner Whiting Capital Advisors’s Raymond James Financial RJF Stock Holding History

Annis Gardner Whiting Capital 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 		$396K Buy
2,605
+75
+3% +$11.4K 0.06% 237
2026
Q1 		$366K Buy
2,530
+702
+38% +$111K 0.06% 224
2025
Q4 		$294K Buy
1,828
+15
+0.8% +$2.42K 0.06% 248
2025
Q3 		$313K Buy
1,813
+7
+0.4% +$1.16K 0.06% 225
2025
Q2 		$277K Hold
1,806
– – 0.1% 184
2025
Q1 		$251K Buy
1,806
+8
+0.4% +$1.24K 0.11% 164
2024
Q4 		$279K Sell
1,798
-29
-2% -$4.38K 0.08% 183
2024
Q3 		$224K Hold
1,827
– – 0.06% 200
2024
Q2 		$226K Sell
1,827
-5
-0.3% -$617 0.06% 202
2024
Q1 		$236K Buy
1,832
+32
+2% +$3.73K 0.08% 170
2023
Q4 		$202K Hold
1,800
– – 0.09% 151
2023
Q3 		$182K Buy
+1,800
New +$190K 0.1% 146

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

Annis Gardner Whiting Capital Advisors's RJF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Raymond James Financial (RJF) stake by 3% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,605 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #237.

Annis Gardner Whiting Capital Advisors first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 2,605 shares of Raymond James Financial worth $396K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 75 Raymond James Financial shares in Q2 2026, an estimated $11.4K.
  • Raymond James Financial made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #237 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.