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Brinker Capital Investments’s Raymond James Financial RJF Stock Holding History

Brinker Capital Investments’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 		$2.75M Buy
18,065
+970
+6% +$147K 0.02% 631
2026
Q1 		$2.48M Sell
17,095
-3,557
-17% -$564K 0.02% 657
2025
Q4 		$3.32M Sell
20,652
-180
-0.9% -$29.1K 0.02% 603
2025
Q3 		$3.6M Sell
20,832
-983
-5% -$163K 0.03% 551
2025
Q2 		$3.35M Buy
21,815
+2,633
+14% +$377K 0.03% 537
2025
Q1 		$2.66M Sell
19,182
-2,204
-10% -$342K 0.03% 578
2024
Q4 		$3.32M Sell
21,386
-874
-4% -$132K 0.03% 464
2024
Q3 		$2.73M Sell
22,260
-7,312
-25% -$854K 0.03% 539
2024
Q2 		$3.66M Buy
29,572
+393
+1% +$48.5K 0.04% 404
2024
Q1 		$3.75M Buy
29,179
+1,286
+5% +$150K 0.04% 405
2023
Q4 		$3.14M Sell
27,893
-1,583
-5% -$163K 0.04% 438
2023
Q3 		$2.96M Sell
29,476
-1,057
-3% -$112K 0.04% 447
2023
Q2 		$3.17M Buy
30,533
+10,461
+52% +$971K 0.03% 464
2023
Q1 		$1.87M Sell
20,072
-727
-3% -$77K 0.02% 620
2022
Q4 		$2.22M Sell
20,799
-1,308
-6% -$147K 0.04% 433
2022
Q3 		$2.19M Sell
22,107
-66
-0.3% -$6.68K 0.05% 425
2022
Q2 		$1.98M Sell
22,173
-1,213
-5% -$119K 0.04% 478
2022
Q1 		$2.57M Sell
23,386
-4,151
-15% -$440K 0.04% 444
2021
Q4 		$2.77M Buy
27,537
+9,683
+54% +$957K 0.04% 448
2021
Q3 		$2.32M Sell
17,854
-8,927
-33% -$800K 0.04% 508
2021
Q2 		$2.32M Buy
26,781
+4,627
+21% +$403K 0.03% 562
2021
Q1 		$1.81M Buy
22,154
+1,559
+8% +$116K 0.03% 537
2020
Q4 		$1.31M Sell
20,595
-2,552
-11% -$146K 0.02% 638
2020
Q3 		$1.12M Buy
+23,147
New +$1.12M 0.02% 650
2016
Q4 		– Sell
-2
Closed – – 617
2016
Q3 		$0 Buy
+2
New +$74 ﹤0.01% 601

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

Brinker Capital Investments's RJF Position: Q2 2026 in Review

Brinker Capital Investments increased its Raymond James Financial (RJF) stake by 5.7% in Q2 2026, buying an estimated $147K and bringing the position to 18,065 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #631.

Brinker Capital Investments first reported a position in RJF in Q3 2016 and has held it in 25 quarters since. The position peaked at $3.75M in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Brinker Capital Investments held 18,065 shares of Raymond James Financial worth $2.75M as of Q2 2026.
  • Brinker Capital Investments bought 970 Raymond James Financial shares in Q2 2026, an estimated $147K.
  • Raymond James Financial made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #631 holding.
  • Brinker Capital Investments first reported a position in Raymond James Financial in Q3 2016 and has held it in 25 quarters since.
  • Brinker Capital Investments's Raymond James Financial position peaked at $3.75M in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.