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

Cresset 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 		– Sell
-1,401
Closed -$203K – 1826
2026
Q1 		$203K Sell
1,401
-767
-35% -$122K ﹤0.01% 1467
2025
Q4 		$348K Sell
2,168
-224
-9% -$36.2K ﹤0.01% 1225
2025
Q3 		$413K Buy
2,392
+345
+17% +$57.2K ﹤0.01% 1112
2025
Q2 		$314K Buy
+2,047
New +$293K ﹤0.01% 1119
2025
Q1 		– Sell
-2,642
Closed -$410K – 1839
2024
Q4 		$410K Sell
2,642
-12,743
-83% -$1.92M ﹤0.01% 1179
2024
Q3 		$1.88M Buy
15,385
+1,934
+14% +$226K 0.01% 844
2024
Q2 		$1.66M Buy
13,451
+1,195
+10% +$147K 0.01% 811
2024
Q1 		$1.58M Buy
12,256
+292
+2% +$34K 0.01% 761
2023
Q4 		$1.34M Buy
11,964
+1,949
+19% +$201K 0.01% 766
2023
Q3 		$1.01M Buy
10,015
+1,631
+19% +$173K ﹤0.01% 850
2023
Q2 		$873K Buy
+8,384
New +$778K ﹤0.01% 1006
2022
Q4 		– Sell
-2,430
Closed -$241K – 860
2022
Q3 		$241K Buy
+2,430
New +$246K ﹤0.01% 743
2022
Q2 		– Sell
-2,679
Closed -$294K – 1063
2022
Q1 		$294K Sell
2,679
-682
-20% -$72.3K ﹤0.01% 786
2021
Q4 		$338K Sell
3,361
-356
-10% -$35.2K ﹤0.01% 839
2021
Q3 		$344K Buy
3,717
+475
+15% +$42.5K ﹤0.01% 787
2021
Q2 		$281K Sell
3,242
-258
-7% -$22.5K ﹤0.01% 807
2021
Q1 		$287K Buy
+3,500
New +$261K ﹤0.01% 697
2019
Q2 		– Sell
-711
Closed -$38K – 1420
2019
Q1 		$38K Buy
711
+484
+213% +$25.9K ﹤0.01% 860
2018
Q4 		$11K Buy
+227
New +$12.1K ﹤0.01% 842

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

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

Cresset Asset Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 1,401 shares — an estimated $203K sold.

Cresset Asset Management first reported a position in RJF in Q4 2018 and held it in 19 quarters. The position peaked at $1.88M in Q3 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cresset Asset Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 1,401 Raymond James Financial shares in Q2 2026, an estimated $203K.
  • Cresset Asset Management first reported a position in Raymond James Financial in Q4 2018 and held it in 19 quarters.
  • Cresset Asset Management's Raymond James Financial position peaked at $1.88M in Q3 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.