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Checchi Capital Advisers’s Raymond James Financial RJF Stock Holding History

Checchi Capital Advisers’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 		$436K Buy
2,865
+105
+4% +$15.9K 0.02% 391
2026
Q1 		$400K Buy
2,760
+424
+18% +$67.3K 0.02% 397
2025
Q4 		$375K Buy
2,336
+21
+0.9% +$3.39K 0.02% 384
2025
Q3 		$400K Sell
2,315
-269
-10% -$44.6K 0.02% 377
2025
Q2 		$396K Sell
2,584
-128
-5% -$18.3K 0.02% 388
2025
Q1 		$377K Buy
2,712
+32
+1% +$4.97K 0.02% 394
2024
Q4 		$416K Sell
2,680
-21
-0.8% -$3.17K 0.02% 360
2024
Q3 		$331K Buy
2,701
+173
+7% +$20.2K 0.02% 428
2024
Q2 		$312K Sell
2,528
-20
-0.8% -$2.47K 0.02% 427
2024
Q1 		$327K Sell
2,548
-19
-0.7% -$2.21K 0.03% 424
2023
Q4 		$286K Sell
2,567
-28
-1% -$2.88K 0.02% 438
2023
Q3 		$261K Sell
2,595
-19
-0.7% -$2.01K 0.02% 442
2023
Q2 		$271K Buy
2,614
+34
+1% +$3.16K 0.02% 457
2023
Q1 		$241K Sell
2,580
-34
-1% -$3.6K 0.02% 479
2022
Q4 		$279K Sell
2,614
-45
-2% -$5.05K 0.03% 413
2022
Q3 		$263K Sell
2,659
-38
-1% -$3.85K 0.02% 424
2022
Q2 		$266K Buy
2,697
+186
+7% +$18.2K 0.02% 459
2022
Q1 		$276K Buy
2,511
+60
+2% +$6.36K 0.02% 433
2021
Q4 		$246K Buy
2,451
+52
+2% +$5.14K 0.02% 445
2021
Q3 		$221K Sell
2,399
-6
-0.2% -$537 0.02% 457
2021
Q2 		$208K Sell
2,405
-453
-16% -$39.4K 0.02% 496
2021
Q1 		$233K Buy
+2,858
New +$213K 0.02% 449
2016
Q3 		– Sell
-1,752
Closed -$58K – 1022
2016
Q2 		$58K Sell
1,752
-497
-22% -$17K 0.01% 779
2016
Q1 		$71K Buy
+2,249
New +$69K 0.02% 712

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

Checchi Capital Advisers's RJF Position: Q2 2026 in Review

Checchi Capital Advisers increased its Raymond James Financial (RJF) stake by 3.8% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,865 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #391.

Checchi Capital Advisers first reported a position in RJF in Q1 2016 and has held it in 24 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Checchi Capital Advisers held 2,865 shares of Raymond James Financial worth $436K as of Q2 2026.
  • Checchi Capital Advisers bought 105 Raymond James Financial shares in Q2 2026, an estimated $15.9K.
  • Raymond James Financial made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #391 holding.
  • Checchi Capital Advisers first reported a position in Raymond James Financial in Q1 2016 and has held it in 24 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.