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Capital Investment Advisors’s Raymond James Financial RJF Stock Holding History

Capital Investment Advisors’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 		$1.21M Buy
7,949
+251
+3% +$38.1K 0.02% 323
2026
Q1 		$1.11M Buy
7,698
+62
+0.8% +$9.83K 0.02% 318
2025
Q4 		$1.23M Buy
7,636
+2
+0% +$323 0.02% 310
2025
Q3 		$1.32M Buy
7,634
+5
+0.1% +$829 0.02% 298
2025
Q2 		$1.17M Buy
7,629
+68
+0.9% +$9.74K 0.02% 308
2025
Q1 		$1.05M Sell
7,561
-2
-0% -$310 0.02% 308
2024
Q4 		$1.17M Buy
7,563
+26
+0.3% +$3.93K 0.02% 290
2024
Q3 		$923K Buy
7,537
+29
+0.4% +$3.39K 0.02% 311
2024
Q2 		$928K Buy
7,508
+8
+0.1% +$987 0.02% 297
2024
Q1 		$963K Sell
7,500
-282
-4% -$32.9K 0.02% 293
2023
Q4 		$868K Sell
7,782
-131
-2% -$13.5K 0.02% 289
2023
Q3 		$795K Buy
7,913
+13
+0.2% +$1.38K 0.02% 296
2023
Q2 		$820K Sell
7,900
-136
-2% -$12.6K 0.03% 265
2023
Q1 		$750K Sell
8,036
-14
-0.2% -$1.48K 0.02% 284
2022
Q4 		$860K Buy
8,050
+33
+0.4% +$3.7K 0.03% 265
2022
Q3 		$792K Sell
8,017
-16
-0.2% -$1.62K 0.03% 272
2022
Q2 		$718K Buy
8,033
+16
+0.2% +$1.57K 0.02% 294
2022
Q1 		$881K Hold
8,017
– – 0.03% 287
2021
Q4 		$805K Hold
8,017
– – 0.02% 309
2021
Q3 		$740K Buy
+8,017
New +$718K 0.02% 314

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 Investment Advisors's RJF Position: Q2 2026 in Review

Capital Investment Advisors increased its Raymond James Financial (RJF) stake by 3.3% in Q2 2026, buying an estimated $38.1K and bringing the position to 7,949 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #323.

Capital Investment Advisors first reported a position in RJF in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.32M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Capital Investment Advisors held 7,949 shares of Raymond James Financial worth $1.21M as of Q2 2026.
  • Capital Investment Advisors bought 251 Raymond James Financial shares in Q2 2026, an estimated $38.1K.
  • Raymond James Financial made up 0.02% of Capital Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Capital Investment Advisors first reported a position in Raymond James Financial in Q3 2021 and has held it in 20 quarters since.
  • Capital Investment Advisors's Raymond James Financial position peaked at $1.32M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.