Avity Investment Management’s Raymond James Financial RJF Stock Holding History

Avity Investment Management’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	$15.8M	Sell	103,748 -4,412	-4%	-$670K	1.01%	33
2026 Q1	$15.7M	Sell	108,160 -36,882	-25%	-$5.85M	1.14%	29
2025 Q4	$23.3M	Buy	145,042 +414	+0.3%	+$66.8K	1.63%	25
2025 Q3	$25M	Sell	144,628 -13,078	-8%	-$2.17M	1.75%	26
2025 Q2	$24.2M	Buy	157,706 +9,830	+7%	+$1.41M	1.8%	27
2025 Q1	$20.5M	Sell	147,876 -1,500	-1%	-$233K	1.66%	30
2024 Q4	$23.2M	Sell	149,376 -2,403	-2%	-$363K	1.82%	28
2024 Q3	$18.6M	Sell	151,779 -9,815	-6%	-$1.15M	1.45%	28
2024 Q2	$20M	Buy	161,594 +17,160	+12%	+$2.12M	1.61%	26
2024 Q1	$18.5M	Buy	+144,434	New	+$16.8M	1.54%	27

Other funds holding RJF

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Avity Investment Management's RJF Position: Q2 2026 in Review

Avity Investment Management reduced its Raymond James Financial (RJF) stake by 4.1% in Q2 2026, selling an estimated $670K and leaving 103,748 shares worth $15.8M. The position accounts for 1.01% of the portfolio, ranked #33.

Avity Investment Management first reported a position in RJF in Q1 2024 and has held it in 10 quarters since. The position peaked at $25M in Q3 2025. 230 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Avity Investment Management held 103,748 shares of Raymond James Financial worth $15.8M as of Q2 2026.
Avity Investment Management sold 4,412 Raymond James Financial shares in Q2 2026, an estimated $670K.
Raymond James Financial made up 1.01% of Avity Investment Management's portfolio in Q2 2026, its #33 holding.
Avity Investment Management first reported a position in Raymond James Financial in Q1 2024 and has held it in 10 quarters since.
Avity Investment Management's Raymond James Financial position peaked at $25M in Q3 2025.
230 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.