Clarus Group’s Raymond James Financial RJF Stock Holding History

Clarus 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	$319K	Sell	2,101 -170	-7%	-$25.8K	0.11%	75
2026 Q1	$329K	Hold	2,271	–	–	0.12%	76
2025 Q4	$365K	Hold	2,271	–	–	0.13%	70
2025 Q3	$392K	Sell	2,271 -229	-9%	-$37.9K	0.14%	69
2025 Q2	$383K	Hold	2,500	–	–	0.14%	65
2025 Q1	$347K	Hold	2,500	–	–	0.13%	68
2024 Q4	$388K	Hold	2,500	–	–	0.14%	68
2024 Q3	$306K	Hold	2,500	–	–	0.13%	84
2024 Q2	$309K	Sell	2,500 -502	-17%	-$62K	0.14%	83
2024 Q1	$385K	Hold	3,002	–	–	0.27%	63
2023 Q4	$335K	Sell	3,002 -75	-2%	-$7.72K	0.25%	67
2023 Q3	$309K	Hold	3,077	–	–	0.22%	74
2023 Q2	$319K	Hold	3,077	–	–	0.23%	74
2023 Q1	$287K	Hold	3,077	–	–	0.27%	63
2022 Q4	$329K	Hold	3,077	–	–	0.29%	58
2022 Q3	$304K	Hold	3,077	–	–	0.28%	60
2022 Q2	$275K	Hold	3,077	–	–	0.23%	74
2022 Q1	$338K	Hold	3,077	–	–	0.23%	69
2021 Q4	$302K	Hold	3,077	–	–	0.2%	75
2021 Q3	$284K	Sell	3,077 -1	-0%	-$90	0.2%	82
2021 Q2	$271K	Sell	3,078 -18	-0.6%	-$1.57K	0.2%	81
2021 Q1	$263K	Sell	3,096 -1,013	-25%	-$75.5K	0.22%	82
2020 Q4	$313K	Buy	+4,109	New	+$235K	0.27%	66

Other funds holding RJF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Clarus Group's RJF Position: Q2 2026 in Review

Clarus Group reduced its Raymond James Financial (RJF) stake by 7.5% in Q2 2026, selling an estimated $25.8K and leaving 2,101 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #75.

Clarus Group first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $392K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Clarus Group held 2,101 shares of Raymond James Financial worth $319K as of Q2 2026.
Clarus Group sold 170 Raymond James Financial shares in Q2 2026, an estimated $25.8K.
Raymond James Financial made up 0.11% of Clarus Group's portfolio in Q2 2026, its #75 holding.
Clarus Group first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
Clarus Group's Raymond James Financial position peaked at $392K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.