COMPASS FINANCIAL MANAGEMENT LLC’s Raymond James Financial RJF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$152	Buy	+1	New	+$152	﹤0.01%	1493

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's RJF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Raymond James Financial (RJF) in Q2 2026: 1 share worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

637 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1 share of Raymond James Financial worth $152 as of Q2 2026.
Raymond James Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Raymond James Financial made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1493 holding.
637 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.