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Cumberland Partners’s Raymond James Financial RJF Stock Holding History

Cumberland Partners’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 		$2.25M Sell
14,800
-11,000
-43% -$1.67M 0.15% 89
2026
Q1 		$3.74M Sell
25,800
-3,300
-11% -$523K 0.28% 62
2025
Q4 		$4.67M Buy
29,100
+10,500
+56% +$1.7M 0.29% 72
2025
Q3 		$3.21M Buy
18,600
+9,500
+104% +$1.57M 0.21% 83
2025
Q2 		$1.4M Buy
9,100
+1,400
+18% +$200K 0.1% 118
2025
Q1 		$1.07M Sell
7,700
-1,000
-11% -$155K 0.08% 129
2024
Q4 		$1.35M Sell
8,700
-400
-4% -$60.4K 0.09% 121
2024
Q3 		$1.11M Buy
9,100
+1,800
+25% +$210K 0.08% 138
2024
Q2 		$902K Buy
7,300
+1,700
+30% +$210K 0.07% 137
2024
Q1 		$719K Sell
5,600
-800
-13% -$93.2K 0.05% 147
2023
Q4 		$714K Buy
+6,400
New +$659K 0.07% 137
2023
Q1 		– Sell
-10,100
Closed -$1.08M – 185
2022
Q4 		$1.08M Sell
10,100
-850
-8% -$95.4K 0.11% 102
2022
Q3 		$1.08M Sell
10,950
-350
-3% -$35.4K 0.11% 96
2022
Q2 		$1.01M Buy
11,300
+450
+4% +$44.1K 0.1% 104
2022
Q1 		$1.19M Buy
10,850
+1,000
+10% +$106K 0.09% 110
2021
Q4 		$989K Buy
9,850
+2,800
+40% +$277K 0.07% 131
2021
Q3 		$651K Buy
+7,050
New +$632K 0.05% 141

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

Cumberland Partners's RJF Position: Q2 2026 in Review

Cumberland Partners reduced its Raymond James Financial (RJF) stake by 43% in Q2 2026, selling an estimated $1.67M and leaving 14,800 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #89.

Cumberland Partners first reported a position in RJF in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.67M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Cumberland Partners held 14,800 shares of Raymond James Financial worth $2.25M as of Q2 2026.
  • Cumberland Partners sold 11,000 Raymond James Financial shares in Q2 2026, an estimated $1.67M.
  • Raymond James Financial made up 0.15% of Cumberland Partners's portfolio in Q2 2026, its #89 holding.
  • Cumberland Partners first reported a position in Raymond James Financial in Q3 2021 and has held it in 17 quarters since.
  • Cumberland Partners's Raymond James Financial position peaked at $4.67M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.