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Catalyst Funds Management’s Raymond James Financial RJF Stock Holding History

Catalyst Funds Management’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 		$547K Buy
3,600
+1,658
+85% +$252K 0.03% 375
2026
Q1 		$281K Sell
1,942
-458
-19% -$72.6K 0.05% 371
2025
Q4 		$385K Sell
2,400
-800
-25% -$129K 0.09% 205
2025
Q3 		$552K Buy
+3,200
New +$530K 0.08% 219
2025
Q1 		– Sell
-2,400
Closed -$373K – 565
2024
Q4 		$373K Buy
2,400
+2,000
+500% +$302K 0.09% 183
2024
Q3 		$49K Hold
400
– – 0.01% 804
2024
Q2 		$49.4K Buy
+400
New +$49.4K 0.01% 427

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 Funds Management's RJF Position: Q2 2026 in Review

Catalyst Funds Management increased its Raymond James Financial (RJF) stake by 85% in Q2 2026, buying an estimated $252K and bringing the position to 3,600 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #375.

Catalyst Funds Management first reported a position in RJF in Q2 2024 and has held it in 7 quarters since. The position peaked at $552K in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Catalyst Funds Management held 3,600 shares of Raymond James Financial worth $547K as of Q2 2026.
  • Catalyst Funds Management bought 1,658 Raymond James Financial shares in Q2 2026, an estimated $252K.
  • Raymond James Financial made up 0.03% of Catalyst Funds Management's portfolio in Q2 2026, its #375 holding.
  • Catalyst Funds Management first reported a position in Raymond James Financial in Q2 2024 and has held it in 7 quarters since.
  • Catalyst Funds Management's Raymond James Financial position peaked at $552K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.