Capital Advisors Ltd’s Raymond James Financial RJF Stock Holding History

Capital Advisors Ltd’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	$82K	Buy	540 +9	+2%	+$1.37K	0.01%	434
2026 Q1	$77K	Hold	531	–	–	0.01%	426
2025 Q4	$85K	Hold	531	–	–	0.01%	394
2025 Q3	$92K	Hold	531	–	–	0.01%	380
2025 Q2	$81K	Buy	531 +5	+1%	+$716	0.01%	385
2025 Q1	$73K	Hold	526	–	–	0.01%	394
2024 Q4	$82K	Hold	526	–	–	0.01%	367
2024 Q3	$64K	Hold	526	–	–	0.01%	412
2024 Q2	$65K	Sell	526 -2	-0.4%	-$247	0.01%	402
2024 Q1	$68K	Buy	528 +6	+1%	+$699	0.01%	393
2023 Q4	$58K	Hold	522	–	–	0.01%	398
2023 Q3	$52K	Hold	522	–	–	0.01%	405
2023 Q2	$54K	Buy	522 +500	+2,273%	+$46.4K	0.01%	412
2023 Q1	$2K	Sell	22 -514	-96%	-$54.4K	﹤0.01%	928
2022 Q4	$2K	Buy	536 +486	+972%	+$54.5K	﹤0.01%	895
2022 Q3	$5K	Buy	+50	New	+$5.06K	﹤0.01%	647
2022 Q2	–	Sell	-10	Closed	-$1K	–	1274
2022 Q1	$1K	Buy	10 +2	+25%	+$212	﹤0.01%	791
2021 Q4	$1K	Buy	+8	New	+$791	﹤0.01%	736

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

Capital Advisors Ltd's RJF Position: Q2 2026 in Review

Capital Advisors Ltd increased its Raymond James Financial (RJF) stake by 1.7% in Q2 2026, buying an estimated $1.37K and bringing the position to 540 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #434.

Capital Advisors Ltd first reported a position in RJF in Q4 2021 and has held it in 18 quarters since. The position peaked at $92K in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Capital Advisors Ltd held 540 shares of Raymond James Financial worth $82K as of Q2 2026.
Capital Advisors Ltd bought 9 Raymond James Financial shares in Q2 2026, an estimated $1.37K.
Raymond James Financial made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #434 holding.
Capital Advisors Ltd first reported a position in Raymond James Financial in Q4 2021 and has held it in 18 quarters since.
Capital Advisors Ltd's Raymond James Financial position peaked at $92K in Q3 2025.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.