Corient Private Wealth
RJF icon

Corient Private Wealth’s Raymond James Financial RJF Stock Holding History

Corient Private Wealth’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 		$5.37M Sell
37,154
-54,803
-60% -$8.69M 0.01% 821
2025
Q4 		$10.1M Buy
91,957
+60,110
+189% +$9.71M 0.01% 778
2025
Q3 		$5.5M Buy
31,847
+5,915
+23% +$980K 0.01% 677
2025
Q2 		$3.98M Buy
25,932
+663
+3% +$94.9K 0.01% 776
2025
Q1 		$3.51M Buy
25,269
+3,987
+19% +$619K 0.01% 789
2024
Q4 		$3.31M Buy
21,282
+658
+3% +$99.4K 0.01% 824
2024
Q3 		$2.53M Sell
20,624
-2,507
-11% -$293K ﹤0.01% 992
2024
Q2 		$2.86M Buy
23,131
+3,472
+18% +$429K 0.01% 886
2024
Q1 		$2.52M Buy
19,659
+3,403
+21% +$397K ﹤0.01% 923
2023
Q4 		$1.81M Sell
16,256
-4,630
-22% -$477K ﹤0.01% 1050
2023
Q3 		$2.1M Sell
20,886
-4,745
-19% -$502K ﹤0.01% 890
2023
Q2 		$2.66M Sell
25,631
-14,521
-36% -$1.35M 0.01% 817
2023
Q1 		$3.74M Buy
40,152
+19,705
+96% +$2.09M 0.01% 669
2022
Q4 		$2.18M Buy
+20,447
New +$2.29M 0.01% 680

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Corient Private Wealth's RJF Position: Q1 2026 in Review

Corient Private Wealth reduced its Raymond James Financial (RJF) stake by 60% in Q1 2026, selling an estimated $8.69M and leaving 37,154 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #821.

Corient Private Wealth first reported a position in RJF in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Corient Private Wealth held 37,154 shares of Raymond James Financial worth $5.37M as of Q1 2026.
  • Corient Private Wealth sold 54,803 Raymond James Financial shares in Q1 2026, an estimated $8.69M.
  • Raymond James Financial made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #821 holding.
  • Corient Private Wealth first reported a position in Raymond James Financial in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Raymond James Financial position peaked at $10.1M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.