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 $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 $3.38T AUM 44.17% 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 Fund Management (CFM)'s RJF Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Raymond James Financial (RJF) stake by 593% in Q2 2026, buying an estimated $9.66M and bringing the position to 74,360 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #544.

Capital Fund Management (CFM) first reported a position in RJF in Q2 2013 and has held it in 16 quarters since. The position peaked at $12.5M in Q3 2013. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Capital Fund Management (CFM) held 74,360 shares of Raymond James Financial worth $11.3M as of Q2 2026.
  • Capital Fund Management (CFM) bought 63,630 Raymond James Financial shares in Q2 2026, an estimated $9.66M.
  • Raymond James Financial made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #544 holding.
  • Capital Fund Management (CFM) first reported a position in Raymond James Financial in Q2 2013 and has held it in 16 quarters since.
  • Capital Fund Management (CFM)'s Raymond James Financial position peaked at $12.5M in Q3 2013.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.