CI Investments Inc
RJF icon

CI Investments Inc’s Raymond James Financial RJF Stock Holding History

CI Investments Inc’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 		$1.9M Buy
12,499
+3,651
+41% +$554K 0.01% 462
2026
Q1 		$1.28M Sell
8,848
-42
-0.5% -$6.66K 0.01% 408
2025
Q4 		$1.43M Buy
8,890
+7,856
+760% +$1.27M 0.01% 401
2025
Q3 		$178K Buy
1,034
+231
+29% +$38.3K ﹤0.01% 740
2025
Q2 		$123K Buy
803
+38
+5% +$5.44K ﹤0.01% 859
2025
Q1 		$106K Sell
765
-250
-25% -$38.8K ﹤0.01% 892
2024
Q4 		$158K Buy
1,015
+329
+48% +$49.7K ﹤0.01% 809
2024
Q3 		$84K Sell
686
-131
-16% -$15.3K ﹤0.01% 895
2024
Q2 		$101K Buy
817
+23
+3% +$2.84K ﹤0.01% 814
2024
Q1 		$102K Buy
794
+268
+51% +$31.2K ﹤0.01% 890
2023
Q4 		$59K Sell
526
-34
-6% -$3.5K ﹤0.01% 939
2023
Q3 		$56K Buy
560
+16
+3% +$1.69K ﹤0.01% 942
2023
Q2 		$56K Buy
544
+30
+6% +$2.79K ﹤0.01% 929
2023
Q1 		$48K Sell
514
-28
-5% -$2.97K ﹤0.01% 909
2022
Q4 		$58K Sell
542
-1,368
-72% -$154K ﹤0.01% 890
2022
Q3 		$189K Buy
1,910
+208
+12% +$21.1K ﹤0.01% 607
2022
Q2 		$152K Sell
1,702
-677
-28% -$66.3K ﹤0.01% 651
2022
Q1 		$261K Sell
2,379
-653
-22% -$69.2K ﹤0.01% 658
2021
Q4 		$304K Buy
3,032
+3,010
+13,682% +$298K ﹤0.01% 681
2021
Q3 		$2K Buy
+22
New +$1.97K ﹤0.01% 1171
2020
Q4 		– Sell
-2,535
Closed -$123K – 1028
2020
Q3 		$123K Buy
+2,535
New +$123K ﹤0.01% 629

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

CI Investments Inc's RJF Position: Q2 2026 in Review

CI Investments Inc increased its Raymond James Financial (RJF) stake by 41% in Q2 2026, buying an estimated $554K and bringing the position to 12,499 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #462.

CI Investments Inc first reported a position in RJF in Q3 2020 and has held it in 21 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • CI Investments Inc held 12,499 shares of Raymond James Financial worth $1.9M as of Q2 2026.
  • CI Investments Inc bought 3,651 Raymond James Financial shares in Q2 2026, an estimated $554K.
  • Raymond James Financial made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #462 holding.
  • CI Investments Inc first reported a position in Raymond James Financial in Q3 2020 and has held it in 21 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.