Capital Fund Management (CFM)
RJF icon

Capital Fund Management (CFM)’s Raymond James Financial RJF Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-16,800
Closed -$2.9M – 2614
2025
Q3 		$2.9M Buy
16,800
+1,200
+8% +$199K 0.01% 1580
2025
Q2 		$2.39M Buy
+15,600
New +$2.23M 0.01% 1572
2024
Q3 		– Sell
-22,100
Closed -$2.73M – 2128
2024
Q2 		$2.73M Buy
+22,100
New +$2.73M 0.01% 1241
2021
Q3 		– Sell
-26,100
Closed -$2.26M – 1742
2021
Q2 		$2.26M Buy
+26,100
New +$2.27M 0.02% 888
2019
Q4 		– Sell
-6,150
Closed -$338K – 1998
2019
Q3 		$338K Buy
+6,150
New +$334K ﹤0.01% 1382
2018
Q3 		– Sell
-9,300
Closed -$554K – 2219
2018
Q2 		$554K Buy
9,300
+2,400
+35% +$149K ﹤0.01% 1555
2018
Q1 		$411K Buy
6,900
+3,450
+100% +$215K ﹤0.01% 1521
2017
Q4 		$205K Buy
+3,450
New +$199K ﹤0.01% 1744
2017
Q3 		– Sell
-6,750
Closed -$361K – 1707
2017
Q2 		$361K Sell
6,750
-3,750
-36% -$189K ﹤0.01% 1213
2017
Q1 		$534K Buy
+10,500
New +$534K ﹤0.01% 1118
2014
Q3 		– Sell
-14,400
Closed -$487K – 1775
2014
Q2 		$487K Buy
14,400
+5,100
+55% +$170K 0.01% 1230
2014
Q1 		$347K Buy
+9,300
New +$325K ﹤0.01% 1397

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Fund Management (CFM)'s RJF Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Raymond James Financial (RJF) stake by 86% in Q1 2026, selling an estimated $10.4M and leaving 10,730 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #1490.

Capital Fund Management (CFM) first reported a position in RJF in Q2 2013 and has held it in 15 quarters since. The position peaked at $12.5M in Q3 2013. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Capital Fund Management (CFM) held 10,730 shares of Raymond James Financial worth $1.55M as of Q1 2026.
  • Capital Fund Management (CFM) sold 65,277 Raymond James Financial shares in Q1 2026, an estimated $10.4M.
  • Raymond James Financial made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1490 holding.
  • Capital Fund Management (CFM) first reported a position in Raymond James Financial in Q2 2013 and has held it in 15 quarters since.
  • Capital Fund Management (CFM)'s Raymond James Financial position peaked at $12.5M in Q3 2013.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.