Charles Schwab’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $173M | Buy |
1,137,920
+7,961
| +0.7% | +$1.21M | 0.02% | 516 |
|
|
2026
Q1 | $164M | Buy |
1,129,959
+32,847
| +3% | +$5.21M | 0.03% | 496 |
|
|
2025
Q4 | $176M | Buy |
1,097,112
+8,575
| +0.8% | +$1.38M | 0.03% | 450 |
|
|
2025
Q3 | $188M | Sell |
1,088,537
-18,301
| -2% | -$3.03M | 0.03% | 424 |
|
|
2025
Q2 | $170M | Sell |
1,106,838
-4,068
| -0.4% | -$583K | 0.03% | 453 |
|
|
2025
Q1 | $154M | Buy |
1,110,906
+32,740
| +3% | +$5.08M | 0.03% | 461 |
|
|
2024
Q4 | $167M | Buy |
1,078,166
+13,817
| +1% | +$2.09M | 0.03% | 440 |
|
|
2024
Q3 | $130M | Buy |
1,064,349
+7,121
| +0.7% | +$832K | 0.02% | 528 |
|
|
2024
Q2 | $131M | Buy |
1,057,228
+13,312
| +1% | +$1.64M | 0.02% | 524 |
|
|
2024
Q1 | $134M | Sell |
1,043,916
-38,829
| -4% | -$4.52M | 0.03% | 481 |
|
|
2023
Q4 | $121M | Buy |
1,082,745
+88,700
| +9% | +$9.13M | 0.03% | 477 |
|
|
2023
Q3 | $99.8M | Sell |
994,045
-2,929
| -0.3% | -$310K | 0.03% | 501 |
|
|
2023
Q2 | $103M | Sell |
996,974
-8,357
| -0.8% | -$776K | 0.03% | 502 |
|
|
2023
Q1 | $93.8M | Buy |
1,005,331
+6,055
| +0.6% | +$641K | 0.03% | 529 |
|
|
2022
Q4 | $107M | Buy |
999,276
+16,219
| +2% | +$1.82M | 0.03% | 451 |
|
|
2022
Q3 | $97.1M | Sell |
983,057
-455,054
| -32% | -$46.1M | 0.03% | 456 |
|
|
2022
Q2 | $129M | Buy |
1,438,111
+71,867
| +5% | +$7.04M | 0.04% | 363 |
|
|
2022
Q1 | $150M | Buy |
1,366,244
+51,266
| +4% | +$5.43M | 0.05% | 372 |
|
|
2021
Q4 | $132M | Buy |
1,314,978
+29,566
| +2% | +$2.92M | 0.04% | 417 |
|
|
2021
Q3 | $119M | Buy |
1,285,412
+46,808
| +4% | +$4.19M | 0.04% | 421 |
|
|
2021
Q2 | $107M | Buy |
1,238,604
+23,583
| +2% | +$2.05M | 0.04% | 464 |
|
|
2021
Q1 | $99.3M | Buy |
1,215,021
+25,729
| +2% | +$1.92M | 0.04% | 457 |
|
|
2020
Q4 | $75.9M | Buy |
1,189,292
+9,923
| +0.8% | +$568K | 0.03% | 547 |
|
|
2020
Q3 | $57.2M | Sell |
1,179,369
-38,019
| -3% | -$1.84M | 0.03% | 597 |
|
|
2020
Q2 | $55.9M | Sell |
1,217,388
-8,747
| -0.7% | -$394K | 0.03% | 578 |
|
|
2020
Q1 | $51.7M | Buy |
1,226,135
+25,443
| +2% | +$1.44M | 0.03% | 515 |
|
|
2019
Q4 | $71.6M | Buy |
1,200,692
+21,374
| +2% | +$1.23M | 0.04% | 448 |
|
|
2019
Q3 | $64.8M | Sell |
1,179,318
-780
| -0.1% | -$42.4K | 0.04% | 452 |
|
|
2019
Q2 | $66.5M | Buy |
1,180,098
+29,613
| +3% | +$1.69M | 0.04% | 436 |
|
|
2019
Q1 | $61.7M | Buy |
1,150,485
+52,843
| +5% | +$2.83M | 0.04% | 439 |
|
|
2018
Q4 | $54.5M | Buy |
1,097,642
+8,273
| +0.8% | +$441K | 0.04% | 414 |
|
|
2018
Q3 | $66.9M | Buy |
1,089,369
+59,562
| +6% | +$3.67M | 0.04% | 392 |
|
|
2018
Q2 | $61.3M | Buy |
1,029,807
+56,061
| +6% | +$3.48M | 0.04% | 408 |
|
|
2018
Q1 | $58M | Buy |
973,746
+39,574
| +4% | +$2.46M | 0.05% | 407 |
|
|
2017
Q4 | $55.6M | Buy |
934,172
+31,226
| +3% | +$1.8M | 0.04% | 409 |
|
|
2017
Q3 | $50.8M | Buy |
902,946
+65,688
| +8% | +$3.54M | 0.04% | 410 |
|
|
2017
Q2 | $44.8M | Sell |
837,258
-72,971
| -8% | -$3.67M | 0.04% | 436 |
|
|
2017
Q1 | $46.3M | Buy |
910,229
+264,413
| +41% | +$13.5M | 0.05% | 390 |
|
|
2016
Q4 | $29.8M | Buy |
645,816
+47,401
| +8% | +$2.1M | 0.03% | 532 |
|
|
2016
Q3 | $23.2M | Buy |
598,415
+21,684
| +4% | +$799K | 0.03% | 599 |
|
|
2016
Q2 | $19M | Buy |
576,731
+31,722
| +6% | +$1.08M | 0.02% | 675 |
|
|
2016
Q1 | $17.3M | Buy |
545,009
+26,528
| +5% | +$814K | 0.02% | 694 |
|
|
2015
Q4 | $20M | Buy |
518,481
+30,373
| +6% | +$1.13M | 0.03% | 599 |
|
|
2015
Q3 | $16.1M | Buy |
488,108
+24,429
| +5% | +$905K | 0.02% | 656 |
|
|
2015
Q2 | $18.4M | Buy |
463,679
+30,791
| +7% | +$1.2M | 0.03% | 615 |
|
|
2015
Q1 | $16.4M | Buy |
432,888
+67,008
| +18% | +$2.5M | 0.02% | 660 |
|
|
2014
Q4 | $14M | Buy |
365,880
+18,831
| +5% | +$691K | 0.02% | 679 |
|
|
2014
Q3 | $12.4M | Buy |
347,049
+25,405
| +8% | +$889K | 0.02% | 669 |
|
|
2014
Q2 | $10.9M | Buy |
321,644
+19,745
| +7% | +$659K | 0.02% | 763 |
|
|
2014
Q1 | $11.3M | Buy |
301,899
+41,509
| +16% | +$1.45M | 0.02% | 711 |
|
|
2013
Q4 | $9.06M | Buy |
260,390
+26,081
| +11% | +$808K | 0.02% | 791 |
|
|
2013
Q3 | $6.55M | Buy |
234,309
+28,695
| +14% | +$829K | 0.01% | 950 |
|
|
2013
Q2 | $5.95M | Buy |
+205,614
| New | +$5.95M | 0.01% | 903 |
|
Other funds holding RJF
Charles Schwab's RJF Position: Q2 2026 in Review
Charles Schwab increased its Raymond James Financial (RJF) stake by 0.7% in Q2 2026, buying an estimated $1.21M and bringing the position to 1,137,920 shares worth $173M. The position accounts for 0.02% of the portfolio, ranked #516.
Charles Schwab first reported a position in RJF in Q2 2013 and has held it in 53 quarters since. The position peaked at $188M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Charles Schwab held 1,137,920 shares of Raymond James Financial worth $173M as of Q2 2026.
- Charles Schwab bought 7,961 Raymond James Financial shares in Q2 2026, an estimated $1.21M.
- Raymond James Financial made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #516 holding.
- Charles Schwab first reported a position in Raymond James Financial in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Raymond James Financial position peaked at $188M in Q3 2025.
- 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.