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Bayforest Capital’s Raymond James Financial RJF Stock Holding History

Bayforest Capital’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 		$95.9K Buy
631
+549
+670% +$83.3K 0.09% 425
2026
Q1 		$11.9K Sell
82
-229
-74% -$36.3K 0.01% 781
2025
Q4 		$49.9K Sell
311
-564
-64% -$91.1K 0.04% 594
2025
Q3 		$151K Sell
875
-1,982
-69% -$328K 0.07% 445
2025
Q2 		$438K Sell
2,857
-2,103
-42% -$301K 0.19% 215
2025
Q1 		$689K Buy
4,960
+3,511
+242% +$545K 0.3% 92
2024
Q4 		$225K Buy
+1,449
New +$219K 0.28% 107

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

Bayforest Capital's RJF Position: Q2 2026 in Review

Bayforest Capital increased its Raymond James Financial (RJF) stake by 670% in Q2 2026, buying an estimated $83.3K and bringing the position to 631 shares worth $95.9K. The position accounts for 0.09% of the portfolio, ranked #425.

Bayforest Capital first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bayforest Capital held 631 shares of Raymond James Financial worth $95.9K as of Q2 2026.
  • Bayforest Capital bought 549 Raymond James Financial shares in Q2 2026, an estimated $83.3K.
  • Raymond James Financial made up 0.09% of Bayforest Capital's portfolio in Q2 2026, its #425 holding.
  • Bayforest Capital first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Raymond James Financial position peaked at $689K in Q1 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.