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
2025
Q2 		– Sell
-2,000
Closed -$278K – 1716
2025
Q1 		$278K Buy
2,000
+500
+33% +$77.6K ﹤0.01% 1211
2024
Q4 		$233K Buy
1,500
+1,100
+275% +$166K ﹤0.01% 1554
2024
Q3 		$49K Sell
400
-700
-64% -$81.8K ﹤0.01% 1804
2024
Q2 		$136K Hold
1,100
– – ﹤0.01% 1845
2024
Q1 		$141K Sell
1,100
-1,100
-50% -$128K ﹤0.01% 2087
2023
Q4 		$245K Buy
+2,200
New +$226K ﹤0.01% 1694
2023
Q3 		– Sell
-1,500
Closed -$156K – 2264
2023
Q2 		$156K Hold
1,500
– – ﹤0.01% 1622
2023
Q1 		$140K Buy
+1,500
New +$159K ﹤0.01% 1328
2022
Q2 		– Sell
-1,800
Closed -$198K – 2076
2022
Q1 		$198K Buy
+1,800
New +$191K ﹤0.01% 1764
2021
Q4 		– Sell
-6,750
Closed -$623K – 2056
2021
Q3 		$623K Sell
6,750
-1,050
-13% -$94.1K ﹤0.01% 1518
2021
Q2 		$675K Sell
7,800
-7,200
-48% -$627K ﹤0.01% 1333
2021
Q1 		$1.23M Buy
15,000
+6,900
+85% +$514K ﹤0.01% 1058
2020
Q4 		$517K Buy
+8,100
New +$464K ﹤0.01% 1246
2020
Q3 		– Sell
-900
Closed -$41K – 1445
2020
Q2 		$41K Buy
+900
New +$40.5K ﹤0.01% 1284

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

Capstone Investment Advisors's RJF Position: Q1 2026 in Review

Capstone Investment Advisors increased its Raymond James Financial (RJF) stake by 9% in Q1 2026, buying an estimated $48.4K and bringing the position to 3,676 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Capstone Investment Advisors first reported a position in RJF in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q2 2025. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Capstone Investment Advisors held 3,676 shares of Raymond James Financial worth $532K as of Q1 2026.
  • Capstone Investment Advisors bought 305 Raymond James Financial shares in Q1 2026, an estimated $48.4K.
  • Raymond James Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1113 holding.
  • Capstone Investment Advisors first reported a position in Raymond James Financial in Q1 2023 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Raymond James Financial position peaked at $2.18M in Q2 2025.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.