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	-12,200	Closed	-$2.11M	–	2615
2025 Q3	$2.11M	Buy	+12,200	New	+$2.02M	0.01%	1766
2021 Q3	–	Sell	-16,350	Closed	-$1.42M	–	1743
2021 Q2	$1.42M	Buy	+16,350	New	+$1.42M	0.01%	1059
2020 Q3	–	Sell	-17,850	Closed	-$819K	–	1362
2020 Q2	$819K	Buy	+17,850	New	+$804K	0.01%	750
2018 Q3	–	Sell	-4,650	Closed	-$277K	–	2220
2018 Q2	$277K	Buy	+4,650	New	+$289K	﹤0.01%	1815

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.