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Bridgewater Advisors’s Raymond James Financial RJF Stock Holding History

Bridgewater Advisors’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 		$824K Sell
4,652
-26
-0.6% -$3.95K 0.04% 191
2026
Q1 		$718K Sell
4,678
-583
-11% -$92.5K 0.04% 185
2025
Q4 		$892K Buy
5,261
+68
+1% +$11K 0.06% 152
2025
Q3 		$835K Sell
5,193
-312
-6% -$51.7K 0.06% 154
2025
Q2 		$925K Sell
5,505
-3
-0.1% -$430 0.07% 145
2025
Q1 		$761K Buy
+5,508
New +$855K 0.07% 153

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

Bridgewater Advisors's RJF Position: Q2 2026 in Review

Bridgewater Advisors reduced its Raymond James Financial (RJF) stake by 0.56% in Q2 2026, selling an estimated $3.95K and leaving 4,652 shares worth $824K. The position accounts for 0.04% of the portfolio, ranked #191.

Bridgewater Advisors first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $925K in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bridgewater Advisors held 4,652 shares of Raymond James Financial worth $824K as of Q2 2026.
  • Bridgewater Advisors sold 26 Raymond James Financial shares in Q2 2026, an estimated $3.95K.
  • Raymond James Financial made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #191 holding.
  • Bridgewater Advisors first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • Bridgewater Advisors's Raymond James Financial position peaked at $925K in Q2 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.