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Berkshire Asset Management’s Raymond James Financial RJF Stock Holding History

Berkshire Asset 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 		$263K Hold
1,733
– – 0.01% 236
2026
Q1 		$251K Hold
1,733
– – 0.01% 235
2025
Q4 		$278K Buy
1,733
+4
+0.2% +$646 0.01% 224
2025
Q3 		$298K Hold
1,729
– – 0.01% 243
2025
Q2 		$265K Hold
1,729
– – 0.01% 245
2025
Q1 		$252K Buy
1,729
+137
+9% +$21.3K 0.01% 254
2024
Q4 		$275K Buy
+1,592
New +$240K 0.01% 246
2024
Q2 		– Sell
-1,595
Closed -$205K – 297
2024
Q1 		$205K Buy
+1,595
New +$186K 0.01% 232

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

Berkshire Asset Management's RJF Position: Q2 2026 in Review

Berkshire Asset Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 1,733 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #236.

Berkshire Asset Management first reported a position in RJF in Q1 2024 and has held it in 8 quarters since. The position peaked at $298K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Berkshire Asset Management held 1,733 shares of Raymond James Financial worth $263K as of Q2 2026.
  • Berkshire Asset Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #236 holding.
  • Berkshire Asset Management first reported a position in Raymond James Financial in Q1 2024 and has held it in 8 quarters since.
  • Berkshire Asset Management's Raymond James Financial position peaked at $298K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.