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Congress Asset Management’s Raymond James Financial RJF Stock Holding History

Congress Asset 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
Q2 		$70M Sell
460,228
-11,161
-2% -$1.69M 0.43% 88
2026
Q1 		$68.3M Sell
471,389
-42,925
-8% -$6.81M 0.49% 81
2025
Q4 		$82.6M Sell
514,314
-124,776
-20% -$20.1M 0.58% 55
2025
Q3 		$110M Sell
639,090
-101,863
-14% -$16.9M 0.73% 45
2025
Q2 		$114M Sell
740,953
-112,049
-13% -$16M 0.78% 40
2025
Q1 		$118M Sell
853,002
-64,750
-7% -$10.1M 0.89% 34
2024
Q4 		$143M Sell
917,752
-57,849
-6% -$8.74M 0.96% 25
2024
Q3 		$119M Buy
975,601
+78,202
+9% +$9.13M 0.81% 55
2024
Q2 		$111M Sell
897,399
-32,417
-3% -$4M 0.79% 53
2024
Q1 		$119M Sell
929,816
-6,056
-0.6% -$706K 0.85% 51
2023
Q4 		$104M Sell
935,872
-40,057
-4% -$4.12M 0.82% 53
2023
Q3 		$98M Sell
975,929
-3,364
-0.3% -$356K 0.87% 51
2023
Q2 		$102M Sell
979,293
-10,783
-1% -$1M 0.88% 49
2023
Q1 		$92.3M Sell
990,076
-936
-0.1% -$99.2K 0.86% 54
2022
Q4 		$106M Sell
991,012
-325,336
-25% -$36.5M 1.06% 33
2022
Q3 		$130M Buy
1,316,348
+191
+0% +$19.3K 1.39% 9
2022
Q2 		$118M Sell
1,316,157
-83,167
-6% -$8.15M 1.13% 21
2022
Q1 		$154M Sell
1,399,324
-99,386
-7% -$10.5M 1.31% 12
2021
Q4 		$150M Sell
1,498,710
-88,931
-6% -$8.79M 1.15% 29
2021
Q3 		$147M Buy
1,587,641
+16,700
+1% +$1.5M 1.14% 30
2021
Q2 		$136M Sell
1,570,941
-47,285
-3% -$4.12M 1.14% 33
2021
Q1 		$132M Sell
1,618,226
-73,738
-4% -$5.5M 1.19% 26
2020
Q4 		$108M Buy
1,691,964
+22,338
+1% +$1.28M 1.02% 45
2020
Q3 		$81M Buy
1,669,626
+33,378
+2% +$1.62M 0.88% 64
2020
Q2 		$75.1M Buy
1,636,248
+64,752
+4% +$2.92M 0.89% 59
2020
Q1 		$66.2M Buy
1,571,496
+69,676
+5% +$3.93M 1.01% 51
2019
Q4 		$89.6M Buy
1,501,820
+15,555
+1% +$898K 1.09% 39
2019
Q3 		$81.7M Buy
1,486,265
+9,290
+0.6% +$505K 1.05% 45
2019
Q2 		$83.3M Sell
1,476,975
-33,110
-2% -$1.89M 1.06% 42
2019
Q1 		$81M Buy
1,510,085
+13,874
+0.9% +$743K 1.06% 44
2018
Q4 		$74.2M Sell
1,496,211
-9,836
-0.7% -$524K 1.12% 37
2018
Q3 		$92.4M Sell
1,506,047
-1,599
-0.1% -$98.5K 1.2% 26
2018
Q2 		$89.8M Sell
1,507,646
-15,072
-1% -$935K 1.24% 24
2018
Q1 		$90.8M Sell
1,522,718
-3,096
-0.2% -$193K 1.28% 15
2017
Q4 		$90.8M Buy
1,525,814
+31,385
+2% +$1.81M 1.32% 15
2017
Q3 		$84M Buy
1,494,429
+16,281
+1% +$878K 1.3% 11
2017
Q2 		$79.1M Buy
1,478,148
+133,467
+10% +$6.72M 1.41% 13
2017
Q1 		$68.4M Buy
1,344,681
+86,989
+7% +$4.43M 1.31% 13
2016
Q4 		$58.1M Buy
1,257,692
+99,890
+9% +$4.41M 1.22% 15
2016
Q3 		$44.9M Buy
1,157,802
+98,787
+9% +$3.64M 0.99% 54
2016
Q2 		$34.8M Buy
1,059,015
+109,287
+12% +$3.74M 0.8% 74
2016
Q1 		$30.1M Buy
949,728
+158,304
+20% +$4.86M 0.73% 75
2015
Q4 		$30.6M Sell
791,424
-4,161
-0.5% -$155K 0.76% 59
2015
Q3 		$26.3M Buy
795,585
+231,274
+41% +$8.57M 0.68% 72
2015
Q2 		$22.4M Sell
564,311
-105,616
-16% -$4.11M 0.65% 64
2015
Q1 		$25.4M Buy
669,927
+158,803
+31% +$5.93M 0.61% 72
2014
Q4 		$19.5M Sell
511,124
-99,879
-16% -$3.66M 0.5% 70
2014
Q3 		$21.8M Buy
611,003
+25,292
+4% +$885K 0.56% 66
2014
Q2 		$19.8M Buy
585,711
+52,936
+10% +$1.77M 0.5% 71
2014
Q1 		$19.9M Buy
532,775
+184,880
+53% +$6.46M 0.5% 61
2013
Q4 		$12.1M Sell
347,895
-78,465
-18% -$2.43M 0.32% 71
2013
Q3 		$11.8M Buy
426,360
+32,341
+8% +$934K 0.33% 77
2013
Q2 		$11.3M Buy
+394,019
New +$11.4M 0.33% 74

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
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
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Congress Asset Management's RJF Position: Q2 2026 in Review

Congress Asset Management reduced its Raymond James Financial (RJF) stake by 2.4% in Q2 2026, selling an estimated $1.69M and leaving 460,228 shares worth $70M. The position accounts for 0.43% of the portfolio, ranked #88.

Congress Asset Management first reported a position in RJF in Q2 2013 and has held it in 53 quarters since. The position peaked at $154M in Q1 2022. 230 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Congress Asset Management held 460,228 shares of Raymond James Financial worth $70M as of Q2 2026.
  • Congress Asset Management sold 11,161 Raymond James Financial shares in Q2 2026, an estimated $1.69M.
  • Raymond James Financial made up 0.43% of Congress Asset Management's portfolio in Q2 2026, its #88 holding.
  • Congress Asset Management first reported a position in Raymond James Financial in Q2 2013 and has held it in 53 quarters since.
  • Congress Asset Management's Raymond James Financial position peaked at $154M in Q1 2022.
  • 230 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.