Burk Holdings’s Raymond James Financial RJF Stock Holding History

Burk Holdings’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	$3.5K	Hold	23	–	–	﹤0.01%	413
2026 Q1	$3.33K	Buy	+23	New	+$3.65K	﹤0.01%	432

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

Burk Holdings's RJF Position: Q2 2026 in Review

Burk Holdings held its Raymond James Financial (RJF) position steady in Q2 2026 at 23 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Burk Holdings first reported a position in RJF in Q1 2026 and has held it in 2 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Burk Holdings held 23 shares of Raymond James Financial worth $3.5K as of Q2 2026.
Burk Holdings left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #413 holding.
Burk Holdings first reported a position in Raymond James Financial in Q1 2026 and has held it in 2 quarters since.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.