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Aspire Growth Partners’s Raymond James Financial RJF Stock Holding History

Aspire Growth Partners’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 		$271K Buy
1,784
+7
+0.4% +$1.06K 0.16% 101
2026
Q1 		$257K Buy
1,777
+154
+9% +$24.4K 0.18% 101
2025
Q4 		$261K Buy
1,623
+5
+0.3% +$807 0.18% 105
2025
Q3 		$279K Buy
1,618
+5
+0.3% +$829 0.2% 99
2025
Q2 		$247K Hold
1,613
– – 0.2% 100
2025
Q1 		$231K Buy
1,613
+11
+0.7% +$1.71K 0.21% 104
2024
Q4 		$249K Buy
+1,602
New +$242K 0.24% 86

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

Aspire Growth Partners's RJF Position: Q2 2026 in Review

Aspire Growth Partners increased its Raymond James Financial (RJF) stake by 0.39% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,784 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #101.

Aspire Growth Partners first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Aspire Growth Partners held 1,784 shares of Raymond James Financial worth $271K as of Q2 2026.
  • Aspire Growth Partners bought 7 Raymond James Financial shares in Q2 2026, an estimated $1.06K.
  • Raymond James Financial made up 0.16% of Aspire Growth Partners's portfolio in Q2 2026, its #101 holding.
  • Aspire Growth Partners first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Aspire Growth Partners's Raymond James Financial position peaked at $279K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.