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Collective Family Office’s Raymond James Financial RJF Stock Holding History

Collective Family Office’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 		$323K Buy
2,124
+62
+3% +$9.41K 0.07% 142
2026
Q1 		$299K Sell
2,062
-826
-29% -$131K 0.07% 135
2025
Q4 		$464K Hold
2,888
– – 0.11% 115
2025
Q3 		$498K Hold
2,888
– – 0.12% 110
2025
Q2 		$443K Buy
2,888
+38
+1% +$5.44K 0.11% 112
2025
Q1 		$396K Hold
2,850
– – 0.11% 113
2024
Q4 		$443K Sell
2,850
-350
-11% -$52.9K 0.12% 113
2024
Q3 		$392K Hold
3,200
– – 0.11% 124
2024
Q2 		$396K Hold
3,200
– – 0.12% 123
2024
Q1 		$411K Buy
3,200
+466
+17% +$54.3K 0.13% 121
2023
Q4 		$305K Hold
2,734
– – 0.11% 133
2023
Q3 		$275K Hold
2,734
– – 0.11% 139
2023
Q2 		$284K Sell
2,734
-700
-20% -$65K 0.11% 145
2023
Q1 		$320K Buy
3,434
+1,434
+72% +$152K 0.13% 130
2022
Q4 		$214K Buy
+2,000
New +$224K 0.1% 159
2022
Q3 		– Sell
-2,658
Closed -$238K – 195
2022
Q2 		$238K Buy
+2,658
New +$260K 0.1% 163

Other funds holding RJF

HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Collective Family Office's RJF Position: Q2 2026 in Review

Collective Family Office increased its Raymond James Financial (RJF) stake by 3% in Q2 2026, buying an estimated $9.41K and bringing the position to 2,124 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #142.

Collective Family Office first reported a position in RJF in Q2 2022 and has held it in 16 quarters since. The position peaked at $498K in Q3 2025. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Collective Family Office held 2,124 shares of Raymond James Financial worth $323K as of Q2 2026.
  • Collective Family Office bought 62 Raymond James Financial shares in Q2 2026, an estimated $9.41K.
  • Raymond James Financial made up 0.07% of Collective Family Office's portfolio in Q2 2026, its #142 holding.
  • Collective Family Office first reported a position in Raymond James Financial in Q2 2022 and has held it in 16 quarters since.
  • Collective Family Office's Raymond James Financial position peaked at $498K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.