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Aptus Capital Advisors’s Raymond James Financial RJF Stock Holding History

Aptus 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 		$562K Buy
+3,698
New +$561K ﹤0.01% 759
2025
Q1 		– Sell
-2,771
Closed -$430K – 1492
2024
Q4 		$430K Buy
+2,771
New +$419K ﹤0.01% 685

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

Aptus Capital Advisors's RJF Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Raymond James Financial (RJF) in Q2 2026: 3,698 shares worth $562K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in RJF as recently as Q4 2024.

Aptus Capital Advisors first reported a position in RJF in Q4 2024 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Aptus Capital Advisors held 3,698 shares of Raymond James Financial worth $562K as of Q2 2026.
  • Raymond James Financial was a new Aptus Capital Advisors position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #759 holding.
  • Aptus Capital Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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