Capstone Investment Advisors
RJF icon

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

Capstone 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 		$681K Buy
4,482
+806
+22% +$122K ﹤0.01% 1101
2026
Q1 		$532K Buy
3,676
+305
+9% +$48.4K ﹤0.01% 1113
2025
Q4 		$541K Buy
+3,371
New +$544K ﹤0.01% 1124
2025
Q3 		– Sell
-14,234
Closed -$2.36M – 2036
2025
Q2 		$2.18M Buy
14,234
+12,540
+740% +$1.8M 0.01% 615
2025
Q1 		$235K Sell
1,694
-2,873
-63% -$446K ﹤0.01% 1239
2024
Q4 		$709K Buy
4,567
+1,439
+46% +$217K ﹤0.01% 1183
2024
Q3 		$383K Buy
3,128
+548
+21% +$64K ﹤0.01% 1305
2024
Q2 		$319K Sell
2,580
-17
-0.7% -$2.1K ﹤0.01% 1559
2024
Q1 		$334K Buy
2,597
+1,284
+98% +$150K ﹤0.01% 1780
2023
Q4 		$146K Buy
+1,313
New +$135K ﹤0.01% 1871
2023
Q3 		– Sell
-2,394
Closed -$248K – 2265
2023
Q2 		$248K Sell
2,394
-1,661
-41% -$154K ﹤0.01% 1468
2023
Q1 		$378K Buy
+4,055
New +$430K ﹤0.01% 1094

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

Capstone Investment Advisors's RJF Position: Q2 2026 in Review

Capstone Investment Advisors increased its Raymond James Financial (RJF) stake by 22% in Q2 2026, buying an estimated $122K and bringing the position to 4,482 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Capstone Investment Advisors first reported a position in RJF in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Capstone Investment Advisors held 4,482 shares of Raymond James Financial worth $681K as of Q2 2026.
  • Capstone Investment Advisors bought 806 Raymond James Financial shares in Q2 2026, an estimated $122K.
  • Raymond James Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1101 holding.
  • Capstone Investment Advisors first reported a position in Raymond James Financial in Q1 2023 and has held it in 12 quarters since.
  • Capstone Investment Advisors's Raymond James Financial position peaked at $2.18M in Q2 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.