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Callan Family Office’s Raymond James Financial RJF Stock Holding History

Callan Family Office’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 		$543K Buy
3,573
+51
+1% +$7.74K 0.01% 790
2026
Q1 		$510K Sell
3,522
-378
-10% -$60K 0.01% 762
2025
Q4 		$626K Buy
3,900
+1,146
+42% +$185K 0.01% 696
2025
Q3 		$475K Buy
2,754
+140
+5% +$23.2K 0.02% 548
2025
Q2 		$401K Buy
+2,614
New +$374K 0.01% 680

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

Callan Family Office's RJF Position: Q2 2026 in Review

Callan Family Office increased its Raymond James Financial (RJF) stake by 1.4% in Q2 2026, buying an estimated $7.74K and bringing the position to 3,573 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #790.

Callan Family Office first reported a position in RJF in Q2 2025 and has held it in 5 quarters since. The position peaked at $626K in Q4 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Callan Family Office held 3,573 shares of Raymond James Financial worth $543K as of Q2 2026.
  • Callan Family Office bought 51 Raymond James Financial shares in Q2 2026, an estimated $7.74K.
  • Raymond James Financial made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #790 holding.
  • Callan Family Office first reported a position in Raymond James Financial in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Raymond James Financial position peaked at $626K in Q4 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.