CJ
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Caitlin John’s Raymond James Financial RJF Stock Holding History

Caitlin John’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 		$42.3K Sell
278
-3,486
-93% -$529K 0.02% 389
2026
Q1 		$545K Sell
3,764
-1,488
-28% -$236K 0.33% 51
2025
Q4 		$843K Buy
+5,252
New +$848K 0.55% 37
2024
Q1 		– Sell
-3
Closed -$336 – 923
2023
Q4 		$336 Buy
+3
New +$309 ﹤0.01% 824

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

Caitlin John's RJF Position: Q2 2026 in Review

Caitlin John reduced its Raymond James Financial (RJF) stake by 93% in Q2 2026, selling an estimated $529K and leaving 278 shares worth $42.3K. The position accounts for 0.02% of the portfolio, ranked #389.

Caitlin John first reported a position in RJF in Q4 2023 and has held it in 4 quarters since. The position peaked at $843K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Caitlin John held 278 shares of Raymond James Financial worth $42.3K as of Q2 2026.
  • Caitlin John sold 3,486 Raymond James Financial shares in Q2 2026, an estimated $529K.
  • Raymond James Financial made up 0.02% of Caitlin John's portfolio in Q2 2026, its #389 holding.
  • Caitlin John first reported a position in Raymond James Financial in Q4 2023 and has held it in 4 quarters since.
  • Caitlin John's Raymond James Financial position peaked at $843K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.