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Capital Analysts LLC’s Raymond James Financial RJF Stock Holding History

Capital Analysts LLC’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 		$1K Hold
8
– – ﹤0.01% 1523
2026
Q1 		$1K Hold
8
– – ﹤0.01% 1520
2025
Q4 		$1K Hold
8
– – ﹤0.01% 1459
2025
Q3 		$1K Hold
8
– – ﹤0.01% 1418
2025
Q2 		$1K Hold
8
– – ﹤0.01% 1373
2025
Q1 		$1K Sell
8
-40
-83% -$6.21K ﹤0.01% 1351
2024
Q4 		$7K Buy
48
+16
+50% +$2.42K ﹤0.01% 1123
2024
Q3 		$4K Hold
32
– – ﹤0.01% 1161
2024
Q2 		$4K Sell
32
-107
-77% -$13.2K ﹤0.01% 1065
2024
Q1 		$18K Buy
139
+131
+1,638% +$15.3K ﹤0.01% 846
2023
Q4 		$1K Buy
+8
New +$824 ﹤0.01% 1073

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

Capital Analysts LLC's RJF Position: Q2 2026 in Review

Capital Analysts LLC held its Raymond James Financial (RJF) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Capital Analysts LLC first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $18K in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Capital Analysts LLC held 8 shares of Raymond James Financial worth $1K as of Q2 2026.
  • Capital Analysts LLC left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1523 holding.
  • Capital Analysts LLC first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Capital Analysts LLC's Raymond James Financial position peaked at $18K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.