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Contravisory Investment Management’s Raymond James Financial RJF Stock Holding History

Contravisory Investment 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 		– Sell
-437
Closed -$63.3K – 429
2026
Q1 		$63.3K Sell
437
-2,231
-84% -$354K 0.01% 263
2025
Q4 		$428K Sell
2,668
-154
-5% -$24.9K 0.08% 154
2025
Q3 		$487K Buy
+2,822
New +$468K 0.09% 154
2023
Q2 		– Sell
-4,109
Closed -$383K – 362
2023
Q1 		$383K Buy
4,109
+61
+2% +$6.46K 0.11% 132
2022
Q4 		$433K Buy
4,048
+3
+0.1% +$337 0.12% 106
2022
Q3 		$400K Hold
4,045
– – 0.13% 92
2022
Q2 		$362K Hold
4,045
– – 0.12% 110
2022
Q1 		$445K Hold
4,045
– – 0.13% 104
2021
Q4 		$406K Buy
+4,045
New +$400K 0.11% 141
2018
Q4 		– Sell
-71
Closed -$4K – 330
2018
Q3 		$4K Hold
71
– – ﹤0.01% 259
2018
Q2 		$4K Hold
71
– – ﹤0.01% 307
2018
Q1 		$4K Hold
71
– – ﹤0.01% 309
2017
Q4 		$4K Hold
71
– – ﹤0.01% 303
2017
Q3 		$4K Buy
+71
New +$3.83K ﹤0.01% 311

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

Contravisory Investment Management's RJF Position: Q2 2026 in Review

Contravisory Investment Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 437 shares — an estimated $63.3K sold.

Contravisory Investment Management first reported a position in RJF in Q3 2017 and held it in 14 quarters. The position peaked at $487K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Contravisory Investment Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 437 Raymond James Financial shares in Q2 2026, an estimated $63.3K.
  • Contravisory Investment Management first reported a position in Raymond James Financial in Q3 2017 and held it in 14 quarters.
  • Contravisory Investment Management's Raymond James Financial position peaked at $487K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.