Cerity Partners
RJF icon

Cerity Partners’s Raymond James Financial RJF Stock Holding History

Cerity Partners’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 		$3.5M Sell
23,044
-710
-3% -$108K ﹤0.01% 1281
2026
Q1 		$3.44M Sell
23,754
-356
-1% -$56.5K ﹤0.01% 1192
2025
Q4 		$3.87M Buy
24,110
+5,018
+26% +$810K 0.01% 1044
2025
Q3 		$3.3M Sell
19,092
-136
-0.7% -$22.5K 0.01% 1058
2025
Q2 		$2.95M Sell
19,228
-500
-3% -$71.6K 0.01% 1042
2025
Q1 		$2.74M Buy
19,728
+429
+2% +$66.6K 0.01% 978
2024
Q4 		$2.82M Buy
19,299
+1,765
+10% +$267K 0.01% 956
2024
Q3 		$2.15M Buy
17,534
+922
+6% +$108K ﹤0.01% 1064
2024
Q2 		$2.05M Sell
16,612
-1,596
-9% -$197K 0.01% 907
2024
Q1 		$2.34M Buy
18,208
+6,074
+50% +$708K 0.01% 903
2023
Q4 		$1.35M Buy
+12,134
New +$1.25M ﹤0.01% 889
2023
Q3 		– Sell
-11,529
Closed -$1.2M – 1655
2023
Q2 		$1.2M Buy
11,529
+8,839
+329% +$821K ﹤0.01% 871
2023
Q1 		$250K Sell
2,690
-485
-15% -$51.4K ﹤0.01% 1622
2022
Q4 		$340K Buy
3,175
+668
+27% +$75K ﹤0.01% 1096
2022
Q3 		$248K Sell
2,507
-280
-10% -$28.4K ﹤0.01% 974
2022
Q2 		$249K Buy
2,787
+406
+17% +$39.8K ﹤0.01% 990
2022
Q1 		$262K Buy
+2,381
New +$252K ﹤0.01% 776

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

Cerity Partners's RJF Position: Q2 2026 in Review

Cerity Partners reduced its Raymond James Financial (RJF) stake by 3% in Q2 2026, selling an estimated $108K and leaving 23,044 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Cerity Partners first reported a position in RJF in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.87M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cerity Partners held 23,044 shares of Raymond James Financial worth $3.5M as of Q2 2026.
  • Cerity Partners sold 710 Raymond James Financial shares in Q2 2026, an estimated $108K.
  • Raymond James Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1281 holding.
  • Cerity Partners first reported a position in Raymond James Financial in Q1 2022 and has held it in 17 quarters since.
  • Cerity Partners's Raymond James Financial position peaked at $3.87M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.