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Birchbrook’s Raymond James Financial RJF Stock Holding History

Birchbrook’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 		$19.9K Hold
131
– – 0.01% 175
2026
Q1 		$19K Hold
131
– – 0.01% 166
2025
Q4 		$21K Hold
131
– – 0.01% 172
2025
Q3 		$22.6K Hold
131
– – 0.01% 157
2025
Q2 		$20.1K Hold
131
– – 0.01% 161
2025
Q1 		$18.2K Hold
131
– – 0.01% 158
2024
Q4 		$20.3K Hold
131
– – 0.01% 166
2024
Q3 		$16K Hold
131
– – 0.01% 163
2024
Q2 		$16.2K Hold
131
– – 0.01% 172
2024
Q1 		$16.8K Hold
131
– – 0.01% 172
2023
Q4 		$14.6K Buy
+131
New +$13.5K 0.01% 184

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

Birchbrook's RJF Position: Q2 2026 in Review

Birchbrook held its Raymond James Financial (RJF) position steady in Q2 2026 at 131 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #175.

Birchbrook first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.6K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Birchbrook held 131 shares of Raymond James Financial worth $19.9K as of Q2 2026.
  • Birchbrook left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.01% of Birchbrook's portfolio in Q2 2026, its #175 holding.
  • Birchbrook first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Raymond James Financial position peaked at $22.6K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.