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Caprock Group’s Raymond James Financial RJF Stock Holding History

Caprock Group’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
Q1 		$1.12M Sell
7,732
-2,049
-21% -$325K 0.03% 513
2025
Q4 		$1.57M Buy
9,781
+1,114
+13% +$180K 0.03% 459
2025
Q3 		$1.47M Buy
+8,667
New +$1.44M 0.04% 440
2025
Q1 		$1.06M Buy
7,659
+1,452
+23% +$225K 0.03% 448
2024
Q4 		$964K Buy
6,207
+184
+3% +$27.8K 0.03% 431
2024
Q3 		$738K Buy
6,023
+131
+2% +$15.3K 0.03% 469
2024
Q2 		$728K Buy
+5,892
New +$727K 0.03% 447

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

Caprock Group's RJF Position: Q1 2026 in Review

Caprock Group reduced its Raymond James Financial (RJF) stake by 21% in Q1 2026, selling an estimated $325K and leaving 7,732 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #513.

Caprock Group first reported a position in RJF in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Caprock Group held 7,732 shares of Raymond James Financial worth $1.12M as of Q1 2026.
  • Caprock Group sold 2,049 Raymond James Financial shares in Q1 2026, an estimated $325K.
  • Raymond James Financial made up 0.03% of Caprock Group's portfolio in Q1 2026, its #513 holding.
  • Caprock Group first reported a position in Raymond James Financial in Q2 2024 and has held it in 7 quarters since.
  • Caprock Group's Raymond James Financial position peaked at $1.57M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.