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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
Q2 		$812K Sell
5,344
-2,388
-31% -$363K 0.02% 693
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 $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

Caprock Group's RJF Position: Q2 2026 in Review

Caprock Group reduced its Raymond James Financial (RJF) stake by 31% in Q2 2026, selling an estimated $363K and leaving 5,344 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #693.

Caprock Group first reported a position in RJF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Caprock Group held 5,344 shares of Raymond James Financial worth $812K as of Q2 2026.
  • Caprock Group sold 2,388 Raymond James Financial shares in Q2 2026, an estimated $363K.
  • Raymond James Financial made up 0.02% of Caprock Group's portfolio in Q2 2026, its #693 holding.
  • Caprock Group first reported a position in Raymond James Financial in Q2 2024 and has held it in 8 quarters since.
  • Caprock Group's Raymond James Financial position peaked at $1.57M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.