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 $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 $3.38T AUM 44.17% 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 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.