Arlington Trust’s Raymond James Financial RJF Stock Holding History

Arlington Trust’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	$608	Hold	4	–	–	﹤0.01%	779
2026 Q1	$579	Buy	+4	New	+$634	﹤0.01%	768
2025 Q4	–	Sell	-846	Closed	-$146K	–	595
2025 Q3	$146K	Sell	846 -3	-0.4%	-$497	0.03%	221
2025 Q2	$130K	Buy	849 +19	+2%	+$2.72K	0.03%	233
2025 Q1	$115K	Hold	830	–	–	0.02%	242
2024 Q4	$129K	Hold	830	–	–	0.03%	232
2024 Q3	$102K	Hold	830	–	–	0.02%	257
2024 Q2	$103K	Hold	830	–	–	0.02%	252
2024 Q1	$107K	Sell	830 -43	-5%	-$5.01K	0.03%	213
2023 Q4	$97.4K	Buy	+873	New	+$89.9K	0.03%	219

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

Arlington Trust's RJF Position: Q2 2026 in Review

Arlington Trust held its Raymond James Financial (RJF) position steady in Q2 2026 at 4 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Arlington Trust first reported a position in RJF in Q4 2023 and has held it in 10 quarters since. The position peaked at $146K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Arlington Trust held 4 shares of Raymond James Financial worth $608 as of Q2 2026.
Arlington Trust left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #779 holding.
Arlington Trust first reported a position in Raymond James Financial in Q4 2023 and has held it in 10 quarters since.
Arlington Trust's Raymond James Financial position peaked at $146K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.