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Brown, Lisle/Cummings’s Raymond James Financial RJF Stock Holding History

Brown, Lisle/Cummings’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 		$4.34K Buy
30
+18
+150% +$2.85K ﹤0.01% 696
2025
Q4 		$1.93K Hold
12
– – ﹤0.01% 642
2025
Q3 		$2.07K Hold
12
– – ﹤0.01% 648
2025
Q2 		$1.84K Hold
12
– – ﹤0.01% 658
2025
Q1 		$1.67K Buy
+12
New +$1.86K ﹤0.01% 666

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown, Lisle/Cummings's RJF Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Raymond James Financial (RJF) stake by 150% in Q1 2026, buying an estimated $2.85K and bringing the position to 30 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Brown, Lisle/Cummings first reported a position in RJF in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Brown, Lisle/Cummings held 30 shares of Raymond James Financial worth $4.34K as of Q1 2026.
  • Brown, Lisle/Cummings bought 18 Raymond James Financial shares in Q1 2026, an estimated $2.85K.
  • Raymond James Financial made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #696 holding.
  • Brown, Lisle/Cummings first reported a position in Raymond James Financial in Q1 2025 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.