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Cromwell Holdings’s Raymond James Financial RJF Stock Holding History

Cromwell Holdings’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 		$78.3K Buy
515
+19
+4% +$2.88K 0.04% 406
2026
Q1 		$71.8K Hold
496
– – 0.04% 398
2025
Q4 		$79.7K Hold
496
– – 0.04% 356
2025
Q3 		$85.6K Hold
496
– – 0.05% 357
2025
Q2 		$76.1K Buy
496
+22
+5% +$3.15K 0.05% 364
2025
Q1 		$65.8K Buy
474
+10
+2% +$1.55K 0.04% 383
2024
Q4 		$72.1K Hold
464
– – 0.04% 361
2024
Q3 		$56.8K Hold
464
– – 0.04% 423
2024
Q2 		$57.4K Buy
+464
New +$57.3K 0.03% 405

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

Cromwell Holdings's RJF Position: Q2 2026 in Review

Cromwell Holdings increased its Raymond James Financial (RJF) stake by 3.8% in Q2 2026, buying an estimated $2.88K and bringing the position to 515 shares worth $78.3K. The position accounts for 0.04% of the portfolio, ranked #406.

Cromwell Holdings first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.6K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cromwell Holdings held 515 shares of Raymond James Financial worth $78.3K as of Q2 2026.
  • Cromwell Holdings bought 19 Raymond James Financial shares in Q2 2026, an estimated $2.88K.
  • Raymond James Financial made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #406 holding.
  • Cromwell Holdings first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Raymond James Financial position peaked at $85.6K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.