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Blue Chip Partners’s Raymond James Financial RJF Stock Holding History

Blue Chip Partners’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 		$377K Buy
2,605
+8
+0.3% +$1.27K 0.03% 133
2025
Q4 		$417K Buy
2,597
+8
+0.3% +$1.29K 0.03% 119
2025
Q3 		$447K Buy
2,589
+4
+0.2% +$663 0.03% 111
2025
Q2 		$396K Buy
2,585
+20
+0.8% +$2.86K 0.03% 117
2025
Q1 		$356K Buy
2,565
+12
+0.5% +$1.86K 0.03% 120
2024
Q4 		$397K Buy
2,553
+9
+0.4% +$1.36K 0.03% 115
2024
Q3 		$312K Buy
2,544
+9
+0.4% +$1.05K 0.03% 117
2024
Q2 		$313K Buy
2,535
+10
+0.4% +$1.23K 0.03% 112
2024
Q1 		$324K Buy
2,525
+10
+0.4% +$1.17K 0.03% 109
2023
Q4 		$280K Buy
2,515
+11
+0.4% +$1.13K 0.03% 119
2023
Q3 		$252K Buy
2,504
+10
+0.4% +$1.06K 0.03% 121
2023
Q2 		$259K Buy
2,494
+11
+0.4% +$1.02K 0.03% 126
2023
Q1 		$232K Sell
2,483
-454
-15% -$48.1K 0.03% 129
2022
Q4 		$314K Buy
2,937
+1
+0% +$112 0.04% 113
2022
Q3 		$290K Buy
2,936
+20
+0.7% +$2.02K 0.04% 99
2022
Q2 		$261K Buy
2,916
+9
+0.3% +$882 0.03% 119
2022
Q1 		$319K Buy
2,907
+9
+0.3% +$954 0.04% 116
2021
Q4 		$291K Buy
2,898
+8
+0.3% +$791 0.04% 120
2021
Q3 		$267K Buy
2,890
+8
+0.3% +$717 0.04% 119
2021
Q2 		$250K Buy
2,882
+9
+0.3% +$784 0.04% 112
2021
Q1 		$235K Sell
2,873
-363
-11% -$27.1K 0.04% 114
2020
Q4 		$206K Buy
3,236
+15
+0.5% +$859 0.03% 109
2020
Q3 		$156K Sell
3,221
-262
-8% -$12.7K 0.03% 111
2020
Q2 		$160K Sell
3,483
-218
-6% -$9.82K 0.03% 107
2020
Q1 		$156K Buy
3,701
+291
+9% +$16.4K 0.04% 106
2019
Q4 		$203K Buy
3,410
+14
+0.4% +$808 0.04% 130
2019
Q3 		$187K Buy
3,396
+13
+0.4% +$706 0.04% 118
2019
Q2 		$191K Buy
3,383
+14
+0.4% +$798 0.04% 111
2019
Q1 		$181K Buy
3,369
+15
+0.4% +$803 0.04% 112
2018
Q4 		$166K Buy
3,354
+10
+0.3% +$533 0.04% 129
2018
Q3 		$205K Buy
3,344
+11
+0.3% +$678 0.05% 112
2018
Q2 		$199K Sell
3,333
-4,313
-56% -$268K 0.05% 115
2018
Q1 		$456K Buy
7,646
+20
+0.3% +$1.24K 0.13% 91
2017
Q4 		$454K Buy
7,626
+19
+0.2% +$1.09K 0.13% 92
2017
Q3 		$428K Buy
7,607
+30
+0.4% +$1.62K 0.14% 94
2017
Q2 		$405K Buy
7,577
+4,308
+132% +$217K 0.14% 95
2017
Q1 		$166K Sell
3,269
-4,098
-56% -$209K 0.06% 114
2016
Q4 		$340K Buy
7,367
+26
+0.4% +$1.15K 0.13% 95
2016
Q3 		$285K Buy
7,341
+27
+0.4% +$995 0.13% 94
2016
Q2 		$240K Buy
7,314
+30
+0.4% +$1.03K 0.11% 98
2016
Q1 		$231K Buy
7,284
+376
+5% +$11.5K 0.11% 95
2015
Q4 		$267K Buy
6,908
+26
+0.4% +$969 0.14% 88
2015
Q3 		$228K Buy
+6,882
New +$255K 0.15% 95

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Blue Chip Partners's RJF Position: Q1 2026 in Review

Blue Chip Partners increased its Raymond James Financial (RJF) stake by 0.31% in Q1 2026, buying an estimated $1.27K and bringing the position to 2,605 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #133.

Blue Chip Partners first reported a position in RJF in Q3 2015 and has held it in 43 quarters since. The position peaked at $456K in Q1 2018. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Blue Chip Partners held 2,605 shares of Raymond James Financial worth $377K as of Q1 2026.
  • Blue Chip Partners bought 8 Raymond James Financial shares in Q1 2026, an estimated $1.27K.
  • Raymond James Financial made up 0.03% of Blue Chip Partners's portfolio in Q1 2026, its #133 holding.
  • Blue Chip Partners first reported a position in Raymond James Financial in Q3 2015 and has held it in 43 quarters since.
  • Blue Chip Partners's Raymond James Financial position peaked at $456K in Q1 2018.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.