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RJF icon

Covestor’s Raymond James Financial RJF Stock Holding History

Covestor’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 		$12K Sell
80
-177
-69% -$26.9K 0.01% 1457
2026
Q1 		$37K Sell
257
-226
-47% -$35.8K 0.03% 864
2025
Q4 		$78K Buy
483
+23
+5% +$3.71K 0.04% 698
2025
Q3 		$80K Sell
460
-186
-29% -$30.8K 0.04% 689
2025
Q2 		$100K Buy
646
+104
+19% +$14.9K 0.06% 559
2025
Q1 		$75K Buy
542
+205
+61% +$31.8K 0.05% 655
2024
Q4 		$52K Buy
337
+122
+57% +$18.4K 0.03% 842
2024
Q3 		$26K Buy
215
+1
+0.5% +$117 0.02% 1124
2024
Q2 		$26K Sell
214
-25
-10% -$3.09K 0.02% 1105
2024
Q1 		$31K Buy
239
+104
+77% +$12.1K 0.02% 1058
2023
Q4 		$15K Sell
135
-73
-35% -$7.52K 0.01% 1313
2023
Q3 		$21K Buy
208
+74
+55% +$7.83K 0.02% 1103
2023
Q2 		$14K Sell
134
-437
-77% -$40.6K 0.01% 1291
2023
Q1 		$53K Sell
571
-209
-27% -$22.1K 0.05% 692
2022
Q4 		$83K Buy
780
+601
+336% +$67.4K 0.07% 496
2022
Q3 		$18K Sell
179
-140
-44% -$14.2K 0.02% 1029
2022
Q2 		$29K Buy
319
+2
+0.6% +$196 0.02% 903
2022
Q1 		$35K Buy
317
+138
+77% +$14.6K 0.02% 917
2021
Q4 		$18K Buy
+179
New +$17.7K 0.03% 883

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

Covestor's RJF Position: Q2 2026 in Review

Covestor reduced its Raymond James Financial (RJF) stake by 69% in Q2 2026, selling an estimated $26.9K and leaving 80 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1457.

Covestor first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $100K in Q2 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Covestor held 80 shares of Raymond James Financial worth $12K as of Q2 2026.
  • Covestor sold 177 Raymond James Financial shares in Q2 2026, an estimated $26.9K.
  • Raymond James Financial made up 0.01% of Covestor's portfolio in Q2 2026, its #1457 holding.
  • Covestor first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Raymond James Financial position peaked at $100K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.