ClearBridge Investments’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.1M | Sell |
276,626
-2,167
| -0.8% | -$329K | 0.03% | 351 |
|
|
2026
Q1 | $40.4M | Sell |
278,793
-410
| -0.1% | -$65K | 0.04% | 342 |
|
|
2025
Q4 | $44.8M | Sell |
279,203
-8,717
| -3% | -$1.41M | 0.04% | 339 |
|
|
2025
Q3 | $49.7M | Buy |
287,920
+42,257
| +17% | +$7M | 0.04% | 326 |
|
|
2025
Q2 | $37.7M | Buy |
245,663
+2,846
| +1% | +$408K | 0.03% | 351 |
|
|
2025
Q1 | $33.7M | Buy |
242,817
+4,218
| +2% | +$655K | 0.03% | 357 |
|
|
2024
Q4 | $37.1M | Buy |
238,599
+1,468
| +0.6% | +$222K | 0.03% | 358 |
|
|
2024
Q3 | $29M | Sell |
237,131
-18,220
| -7% | -$2.13M | 0.02% | 401 |
|
|
2024
Q2 | $31.6M | Sell |
255,351
-35,571
| -12% | -$4.39M | 0.03% | 394 |
|
|
2024
Q1 | $37.4M | Buy |
290,922
+48,697
| +20% | +$5.67M | 0.03% | 378 |
|
|
2023
Q4 | $27M | Buy |
242,225
+115,396
| +91% | +$11.9M | 0.02% | 428 |
|
|
2023
Q3 | $12.7M | Buy |
+126,829
| New | +$13.4M | 0.01% | 485 |
|
|
2023
Q2 | – | Sell |
-4,570
| Closed | -$426K | – | 719 |
|
|
2023
Q1 | $426K | Sell |
4,570
-6,781
| -60% | -$718K | ﹤0.01% | 674 |
|
|
2022
Q4 | $1.21M | Sell |
11,351
-1,725
| -13% | -$194K | ﹤0.01% | 658 |
|
|
2022
Q3 | $1.29M | Hold |
13,076
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $1.17M | Sell |
13,076
-561
| -4% | -$55K | ﹤0.01% | 679 |
|
|
2022
Q1 | $1.5M | Buy |
+13,637
| New | +$1.44M | ﹤0.01% | 686 |
|
|
2018
Q2 | – | Sell |
-642
| Closed | -$38K | – | 1190 |
|
|
2018
Q1 | $38K | Buy |
642
+1
| +0.2% | +$62 | ﹤0.01% | 882 |
|
|
2017
Q4 | $38K | Buy |
641
+3
| +0.5% | +$173 | ﹤0.01% | 894 |
|
|
2017
Q3 | $36K | Buy |
638
+21
| +3% | +$1.13K | ﹤0.01% | 921 |
|
|
2017
Q2 | $33K | Buy |
+617
| New | +$31.1K | ﹤0.01% | 928 |
|
|
2016
Q1 | – | Sell |
-133,649
| Closed | -$5.17M | – | 1098 |
|
|
2015
Q4 | $5.17M | Sell |
133,649
-63,160
| -32% | -$2.35M | 0.01% | 547 |
|
|
2015
Q3 | $6.51M | Sell |
196,809
-17,432
| -8% | -$646K | 0.01% | 531 |
|
|
2015
Q2 | $8.51M | Sell |
214,241
-149,310
| -41% | -$5.8M | 0.01% | 510 |
|
|
2015
Q1 | $13.8M | Buy |
363,551
+14,730
| +4% | +$550K | 0.01% | 472 |
|
|
2014
Q4 | $13.3M | Buy |
348,821
+9,018
| +3% | +$331K | 0.01% | 488 |
|
|
2014
Q3 | $12.1M | Buy |
339,803
+386
| +0.1% | +$13.5K | 0.01% | 496 |
|
|
2014
Q2 | $11.5M | Buy |
339,417
+15,952
| +5% | +$532K | 0.01% | 501 |
|
|
2014
Q1 | $12.1M | Buy |
323,465
+19,044
| +6% | +$666K | 0.01% | 484 |
|
|
2013
Q4 | $10.6M | Buy |
304,421
+12,912
| +4% | +$400K | 0.01% | 488 |
|
|
2013
Q3 | $8.1M | Buy |
291,509
+1,154
| +0.4% | +$33.3K | 0.01% | 513 |
|
|
2013
Q2 | $8.32M | Buy |
+290,355
| New | +$8.4M | 0.01% | 503 |
|
Other funds holding RJF
ClearBridge Investments's RJF Position: Q2 2026 in Review
ClearBridge Investments reduced its Raymond James Financial (RJF) stake by 0.78% in Q2 2026, selling an estimated $329K and leaving 276,626 shares worth $42.1M. The position accounts for 0.03% of the portfolio, ranked #351.
ClearBridge Investments first reported a position in RJF in Q2 2013 and has held it in 32 quarters since. The position peaked at $49.7M in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- ClearBridge Investments held 276,626 shares of Raymond James Financial worth $42.1M as of Q2 2026.
- ClearBridge Investments sold 2,167 Raymond James Financial shares in Q2 2026, an estimated $329K.
- Raymond James Financial made up 0.03% of ClearBridge Investments's portfolio in Q2 2026, its #351 holding.
- ClearBridge Investments first reported a position in Raymond James Financial in Q2 2013 and has held it in 32 quarters since.
- ClearBridge Investments's Raymond James Financial position peaked at $49.7M in Q3 2025.
- 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.