BOTPPF
RJF icon

Board of the Pension Protection Fund’s Raymond James Financial RJF Stock Holding History

Board of the Pension Protection Fund’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 		$410K Sell
2,700
-6,600
-71% -$1M 0.39% 79
2026
Q1 		$1.35M Buy
9,300
+8,900
+2,225% +$1.41M 1.24% 44
2025
Q4 		$64.2K Sell
400
-7,900
-95% -$1.28M 0.06% 94
2025
Q3 		$1.43M Buy
8,300
+900
+12% +$149K 1.4% 15
2025
Q2 		$1.13M Buy
7,400
+1,600
+28% +$229K 1.23% 42
2025
Q1 		$806K Buy
+5,800
New +$900K 0.92% 46

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

Board of the Pension Protection Fund's RJF Position: Q2 2026 in Review

Board of the Pension Protection Fund reduced its Raymond James Financial (RJF) stake by 71% in Q2 2026, selling an estimated $1M and leaving 2,700 shares worth $410K. The position accounts for 0.39% of the portfolio, ranked #79.

Board of the Pension Protection Fund first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Board of the Pension Protection Fund held 2,700 shares of Raymond James Financial worth $410K as of Q2 2026.
  • Board of the Pension Protection Fund sold 6,600 Raymond James Financial shares in Q2 2026, an estimated $1M.
  • Raymond James Financial made up 0.39% of Board of the Pension Protection Fund's portfolio in Q2 2026, its #79 holding.
  • Board of the Pension Protection Fund first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • Board of the Pension Protection Fund's Raymond James Financial position peaked at $1.43M in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q2 2026, filed 7 Aug 2026.