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Coldstream Capital Management’s Raymond James Financial RJF Stock Holding History

Coldstream Capital Management’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
Q1 		$722K Buy
4,988
+478
+11% +$75.8K 0.01% 564
2025
Q4 		$724K Buy
4,510
+231
+5% +$37.3K 0.01% 557
2025
Q3 		$738K Buy
4,279
+150
+4% +$24.9K 0.01% 567
2025
Q2 		$633K Sell
4,129
-10
-0.2% -$1.43K 0.01% 561
2025
Q1 		$575K Buy
4,139
+135
+3% +$21K 0.01% 550
2024
Q4 		$622K Sell
4,004
-224
-5% -$33.8K 0.01% 517
2024
Q3 		$528K Buy
4,228
+64
+2% +$7.47K 0.01% 593
2024
Q2 		$515K Buy
4,164
+238
+6% +$29.4K 0.01% 538
2024
Q1 		$504K Buy
3,926
+461
+13% +$53.7K 0.01% 547
2023
Q4 		$386K Buy
3,465
+1,376
+66% +$142K 0.01% 609
2023
Q3 		$210K Buy
2,089
+10
+0.5% +$1.06K 0.01% 744
2023
Q2 		$216K Sell
2,079
-109
-5% -$10.1K 0.01% 766
2023
Q1 		$204K Sell
2,188
-270
-11% -$28.6K 0.01% 783
2022
Q4 		$263K Buy
+2,458
New +$276K 0.01% 661
2019
Q1 		– Sell
-17,205
Closed -$853K – 344
2018
Q4 		$853K Sell
17,205
-279
-2% -$14.9K 0.08% 149
2018
Q3 		$1.07M Buy
17,484
+1,941
+12% +$120K 0.1% 129
2018
Q2 		$926K Buy
15,543
+255
+2% +$15.8K 0.09% 123
2018
Q1 		$911K Buy
15,288
+274
+2% +$17K 0.1% 122
2017
Q4 		$894K Buy
15,014
+587
+4% +$33.8K 0.1% 123
2017
Q3 		$811K Sell
14,427
-45
-0.3% -$2.43K 0.09% 131
2017
Q2 		$774K Buy
14,472
+457
+3% +$23K 0.1% 123
2017
Q1 		$712K Buy
14,015
+746
+6% +$38K 0.1% 121
2016
Q4 		$613K Buy
+13,269
New +$586K 0.1% 119

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Coldstream Capital Management's RJF Position: Q1 2026 in Review

Coldstream Capital Management increased its Raymond James Financial (RJF) stake by 11% in Q1 2026, buying an estimated $75.8K and bringing the position to 4,988 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #564.

Coldstream Capital Management first reported a position in RJF in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2018. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Coldstream Capital Management held 4,988 shares of Raymond James Financial worth $722K as of Q1 2026.
  • Coldstream Capital Management bought 478 Raymond James Financial shares in Q1 2026, an estimated $75.8K.
  • Raymond James Financial made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #564 holding.
  • Coldstream Capital Management first reported a position in Raymond James Financial in Q4 2016 and has held it in 23 quarters since.
  • Coldstream Capital Management's Raymond James Financial position peaked at $1.07M in Q3 2018.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.