BOK Financial Private Wealth’s Raymond James Financial RJF Stock Holding History

BOK Financial Private Wealth’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	$142K	Sell	931 -2,425	-72%	-$368K	0.01%	205
2026 Q1	$486K	Sell	3,356 -561	-14%	-$89K	0.03%	123
2025 Q4	$629K	Sell	3,917 -32	-0.8%	-$5.17K	0.04%	114
2025 Q3	$682K	Sell	3,949 -148	-4%	-$24.5K	0.04%	112
2025 Q2	$628K	Buy	4,097 +932	+29%	+$133K	0.04%	112
2025 Q1	$440K	Buy	3,165 +3,081	+3,668%	+$478K	0.03%	131
2024 Q4	$13K	Buy	84 +14	+20%	+$2.12K	﹤0.01%	353
2024 Q3	$8.57K	Sell	70 -406	-85%	-$47.4K	﹤0.01%	400
2024 Q2	$58.8K	Buy	+476	New	+$58.7K	﹤0.01%	240

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BOK Financial Private Wealth's RJF Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Raymond James Financial (RJF) stake by 72% in Q2 2026, selling an estimated $368K and leaving 931 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #205.

BOK Financial Private Wealth first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $682K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

BOK Financial Private Wealth held 931 shares of Raymond James Financial worth $142K as of Q2 2026.
BOK Financial Private Wealth sold 2,425 Raymond James Financial shares in Q2 2026, an estimated $368K.
Raymond James Financial made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #205 holding.
BOK Financial Private Wealth first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
BOK Financial Private Wealth's Raymond James Financial position peaked at $682K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.