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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co's RJF Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Raymond James Financial (RJF) stake by 18% in Q1 2026, selling an estimated $654K and leaving 18,905 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #288.

Bank Julius Baer & Co first reported a position in RJF in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.57M in Q3 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Bank Julius Baer & Co held 18,905 shares of Raymond James Financial worth $2.67M as of Q1 2026.
  • Bank Julius Baer & Co sold 4,121 Raymond James Financial shares in Q1 2026, an estimated $654K.
  • Raymond James Financial made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #288 holding.
  • Bank Julius Baer & Co first reported a position in Raymond James Financial in Q3 2025 and has held it in 3 quarters since.
  • Bank Julius Baer & Co's Raymond James Financial position peaked at $4.57M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.