BCM
RJF icon

Basswood Capital Management’s Raymond James Financial RJF Stock Holding History

Basswood Capital 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 		$16.5M Sell
108,544
-95,361
-47% -$14.5M 0.66% 51
2026
Q1 		$29.5M Buy
203,905
+48,475
+31% +$7.69M 1.39% 20
2025
Q4 		$25M Buy
155,430
+55,943
+56% +$9.03M 1.01% 29
2025
Q3 		$17.2M Sell
99,487
-2,880
-3% -$477K 0.7% 50
2025
Q2 		$15.7M Hold
102,367
– – 0.72% 49
2025
Q1 		$14.2M Hold
102,367
– – 0.8% 45
2024
Q4 		$15.9M Hold
102,367
– – 0.93% 40
2024
Q3 		$12.5M Sell
102,367
-51,460
-33% -$6.01M 0.65% 53
2024
Q2 		$19M Buy
153,827
+7,383
+5% +$911K 1.23% 35
2024
Q1 		$18.8M Sell
146,444
-11,114
-7% -$1.3M 1.1% 33
2023
Q4 		$17.6M Buy
157,558
+34,007
+28% +$3.5M 1.13% 32
2023
Q3 		$12.4M Buy
123,551
+20,032
+19% +$2.12M 0.94% 40
2023
Q2 		$10.7M Sell
103,519
-35,698
-26% -$3.31M 0.79% 43
2023
Q1 		$13M Buy
+139,217
New +$14.7M 0.91% 33

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

Basswood Capital Management's RJF Position: Q2 2026 in Review

Basswood Capital Management reduced its Raymond James Financial (RJF) stake by 47% in Q2 2026, selling an estimated $14.5M and leaving 108,544 shares worth $16.5M. The position accounts for 0.66% of the portfolio, ranked #51.

Basswood Capital Management first reported a position in RJF in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.5M in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Basswood Capital Management held 108,544 shares of Raymond James Financial worth $16.5M as of Q2 2026.
  • Basswood Capital Management sold 95,361 Raymond James Financial shares in Q2 2026, an estimated $14.5M.
  • Raymond James Financial made up 0.66% of Basswood Capital Management's portfolio in Q2 2026, its #51 holding.
  • Basswood Capital Management first reported a position in Raymond James Financial in Q1 2023 and has held it in 14 quarters since.
  • Basswood Capital Management's Raymond James Financial position peaked at $29.5M in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.