Bank Julius Baer & Co
RJF icon

Bank Julius Baer & Co’s Raymond James Financial RJF Stock Holding History

Bank Julius Baer & Co’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 		$2.91M Buy
19,164
+259
+1% +$39.3K 0.01% 300
2026
Q1 		$2.67M Sell
18,905
-4,121
-18% -$654K 0.01% 288
2025
Q4 		$3.74M Sell
23,026
-3,479
-13% -$562K 0.01% 256
2025
Q3 		$4.57M Buy
+26,505
New +$4.39M 0.01% 250

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's RJF Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Raymond James Financial (RJF) stake by 1.4% in Q2 2026, buying an estimated $39.3K and bringing the position to 19,164 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #300.

Bank Julius Baer & Co first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.57M in Q3 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bank Julius Baer & Co held 19,164 shares of Raymond James Financial worth $2.91M as of Q2 2026.
  • Bank Julius Baer & Co bought 259 Raymond James Financial shares in Q2 2026, an estimated $39.3K.
  • Raymond James Financial made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #300 holding.
  • Bank Julius Baer & Co first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • Bank Julius Baer & Co's Raymond James Financial position peaked at $4.57M in Q3 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.