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

Catalyst Capital 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 		$223K Hold
1,470
– – ﹤0.01% 193
2026
Q1 		$213K Sell
1,470
-1,090
-43% -$173K ﹤0.01% 196
2025
Q4 		$411K Hold
2,560
– – 0.01% 185
2025
Q3 		$442K Hold
2,560
– – 0.01% 179
2025
Q2 		$393K Hold
2,560
– – 0.01% 194
2025
Q1 		$356K Buy
2,560
+950
+59% +$147K 0.01% 201
2024
Q4 		$250K Sell
1,610
-1,646
-51% -$249K 0.01% 220
2024
Q3 		$399K Sell
3,256
-2,309
-41% -$270K 0.01% 194
2024
Q2 		$688K Sell
5,565
-1,650
-23% -$204K 0.02% 170
2024
Q1 		$927K Buy
7,215
+4,455
+161% +$519K 0.02% 158
2023
Q4 		$308K Buy
+2,760
New +$284K 0.01% 173

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

Catalyst Capital Advisors's RJF Position: Q2 2026 in Review

Catalyst Capital Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 1,470 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Catalyst Capital Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $927K in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Catalyst Capital Advisors held 1,470 shares of Raymond James Financial worth $223K as of Q2 2026.
  • Catalyst Capital Advisors left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Catalyst Capital Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Catalyst Capital Advisors's Raymond James Financial position peaked at $927K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.