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Bruce G. Allen Investments’s Raymond James Financial RJF Stock Holding History

Bruce G. Allen 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 		$140K Sell
923
-140
-13% -$21.3K 0.09% 109
2026
Q1 		$154K Sell
1,063
-10
-0.9% -$1.59K 0.1% 100
2025
Q4 		$172K Sell
1,073
-33
-3% -$5.33K 0.12% 89
2025
Q3 		$191K Sell
1,106
-26
-2% -$4.31K 0.14% 79
2025
Q2 		$174K Buy
1,132
+25
+2% +$3.58K 0.13% 86
2025
Q1 		$154K Sell
1,107
-4
-0.4% -$621 0.12% 97
2024
Q4 		$173K Sell
1,111
-16
-1% -$2.42K 0.14% 86
2024
Q3 		$138K Sell
1,127
-138
-11% -$16.1K 0.11% 120
2024
Q2 		$156K Sell
1,265
-5
-0.4% -$617 0.13% 97
2024
Q1 		$163K Buy
1,270
+12
+1% +$1.4K 0.13% 91
2023
Q4 		$140K Buy
+1,258
New +$130K 0.13% 103

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

Bruce G. Allen Investments's RJF Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Raymond James Financial (RJF) stake by 13% in Q2 2026, selling an estimated $21.3K and leaving 923 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #109.

Bruce G. Allen Investments first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $191K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bruce G. Allen Investments held 923 shares of Raymond James Financial worth $140K as of Q2 2026.
  • Bruce G. Allen Investments sold 140 Raymond James Financial shares in Q2 2026, an estimated $21.3K.
  • Raymond James Financial made up 0.09% of Bruce G. Allen Investments's portfolio in Q2 2026, its #109 holding.
  • Bruce G. Allen Investments first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Raymond James Financial position peaked at $191K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.