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Concurrent Investment Advisors’s Raymond James Financial RJF Stock Holding History

Concurrent Investment Advisors’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 		$3.87M Sell
25,458
-1,207
-5% -$183K 0.03% 512
2026
Q1 		$3.86M Buy
26,665
+3,838
+17% +$609K 0.04% 417
2025
Q4 		$3.67M Buy
22,827
+8,261
+57% +$1.33M 0.04% 407
2025
Q3 		$2.51M Buy
14,566
+93
+0.6% +$15.4K 0.04% 401
2025
Q2 		$2.22M Buy
14,473
+6,868
+90% +$983K 0.04% 402
2025
Q1 		$1.06M Sell
7,605
-364
-5% -$56.5K 0.03% 538
2024
Q4 		$1.24M Sell
7,969
-731
-8% -$110K 0.03% 436
2024
Q3 		$1.07M Sell
8,700
-15
-0.2% -$1.75K 0.03% 446
2024
Q2 		$1.08M Buy
8,715
+75
+0.9% +$9.26K 0.04% 410
2024
Q1 		$1.11M Buy
8,640
+2,328
+37% +$271K 0.04% 355
2023
Q4 		$704K Buy
+6,312
New +$650K 0.03% 408

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Concurrent Investment Advisors's RJF Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Raymond James Financial (RJF) stake by 4.5% in Q2 2026, selling an estimated $183K and leaving 25,458 shares worth $3.87M. The position accounts for 0.03% of the portfolio, ranked #512.

Concurrent Investment Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Concurrent Investment Advisors held 25,458 shares of Raymond James Financial worth $3.87M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,207 Raymond James Financial shares in Q2 2026, an estimated $183K.
  • Raymond James Financial made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #512 holding.
  • Concurrent Investment Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.