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Chicago Partners Investment Group’s Raymond James Financial RJF Stock Holding History

Chicago Partners Investment Group’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 		$627K Buy
3,771
+698
+23% +$106K 0.01% 864
2026
Q1 		$475K Buy
3,073
+1,539
+100% +$244K 0.01% 917
2025
Q4 		$259K Buy
+1,534
New +$248K 0.01% 1107

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

Chicago Partners Investment Group's RJF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Raymond James Financial (RJF) stake by 23% in Q2 2026, buying an estimated $106K and bringing the position to 3,771 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #864.

Chicago Partners Investment Group first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Chicago Partners Investment Group held 3,771 shares of Raymond James Financial worth $627K as of Q2 2026.
  • Chicago Partners Investment Group bought 698 Raymond James Financial shares in Q2 2026, an estimated $106K.
  • Raymond James Financial made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #864 holding.
  • Chicago Partners Investment Group first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.