Curi RMB Capital’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.46M | Buy |
9,585
+35
| +0.4% | +$5.31K | 0.02% | 395 |
|
|
2026
Q1 | $1.38M | Buy |
9,550
+56
| +0.6% | +$8.88K | 0.02% | 394 |
|
|
2025
Q4 | $1.52M | Sell |
9,494
-102
| -1% | -$16.5K | 0.03% | 388 |
|
|
2025
Q3 | $1.66M | Buy |
9,596
+54
| +0.6% | +$8.95K | 0.03% | 351 |
|
|
2025
Q2 | $1.46M | Buy |
9,542
+507
| +6% | +$72.6K | 0.03% | 367 |
|
|
2025
Q1 | $1.26M | Buy |
9,035
+4,165
| +86% | +$647K | 0.03% | 312 |
|
|
2024
Q4 | $756K | Buy |
4,870
+270
| +6% | +$40.8K | 0.02% | 364 |
|
|
2024
Q3 | $563K | Sell |
4,600
-9
| -0.2% | -$1.05K | 0.01% | 412 |
|
|
2024
Q2 | $570K | Sell |
4,609
-4,542
| -50% | -$561K | 0.01% | 401 |
|
|
2024
Q1 | $1.18M | Sell |
9,151
-9
| -0.1% | -$1.05K | 0.03% | 324 |
|
|
2023
Q4 | $1.02M | Buy |
9,160
+36
| +0.4% | +$3.71K | 0.03% | 288 |
|
|
2023
Q3 | $916K | Buy |
9,124
+16
| +0.2% | +$1.69K | 0.03% | 287 |
|
|
2023
Q2 | $945K | Buy |
9,108
+8
| +0.1% | +$743 | 0.03% | 292 |
|
|
2023
Q1 | $849K | Hold |
9,100
| – | – | 0.03% | 299 |
|
|
2022
Q4 | $972K | Hold |
9,100
| – | – | 0.03% | 288 |
|
|
2022
Q3 | $899K | Hold |
9,100
| – | – | 0.03% | 296 |
|
|
2022
Q2 | $814K | Hold |
9,100
| – | – | 0.03% | 300 |
|
|
2022
Q1 | $1M | Hold |
9,100
| – | – | 0.03% | 258 |
|
|
2021
Q4 | $914K | Hold |
9,100
| – | – | 0.03% | 290 |
|
|
2021
Q3 | $840K | Sell |
9,100
-1
| -0% | -$90 | 0.03% | 286 |
|
|
2021
Q2 | $788K | Hold |
9,101
| – | – | 0.03% | 304 |
|
|
2021
Q1 | $744K | Hold |
9,101
| – | – | 0.03% | 297 |
|
|
2020
Q4 | $580K | Hold |
9,101
| – | – | 0.02% | 406 |
|
|
2020
Q3 | $441K | Hold |
9,101
| – | – | 0.02% | 438 |
|
|
2020
Q2 | $418K | Sell |
9,101
-5,244
| -37% | -$236K | 0.02% | 436 |
|
|
2020
Q1 | $604K | Buy |
14,345
+744
| +5% | +$42K | 0.03% | 366 |
|
|
2019
Q4 | $811K | Hold |
13,601
| – | – | 0.02% | 388 |
|
|
2019
Q3 | $748K | Sell |
13,601
-75
| -0.5% | -$4.07K | 0.02% | 433 |
|
|
2019
Q2 | $771K | Sell |
13,676
-4,399
| -24% | -$251K | 0.02% | 465 |
|
|
2019
Q1 | $969K | Buy |
18,075
+4,498
| +33% | +$241K | 0.02% | 457 |
|
|
2018
Q4 | $673K | Sell |
13,577
-4,500
| -25% | -$240K | 0.02% | 566 |
|
|
2018
Q3 | $1.11M | Hold |
18,077
| – | – | 0.03% | 487 |
|
|
2018
Q2 | $1.08M | Hold |
18,077
| – | – | 0.03% | 479 |
|
|
2018
Q1 | $1.08M | Buy |
18,077
+4,283
| +31% | +$267K | 0.03% | 498 |
|
|
2017
Q4 | $821K | Buy |
+13,794
| New | +$795K | 0.02% | 512 |
|
Other funds holding RJF
Curi RMB Capital's RJF Position: Q2 2026 in Review
Curi RMB Capital increased its Raymond James Financial (RJF) stake by 0.37% in Q2 2026, buying an estimated $5.31K and bringing the position to 9,585 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #395.
Curi RMB Capital first reported a position in RJF in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.66M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Curi RMB Capital held 9,585 shares of Raymond James Financial worth $1.46M as of Q2 2026.
- Curi RMB Capital bought 35 Raymond James Financial shares in Q2 2026, an estimated $5.31K.
- Raymond James Financial made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #395 holding.
- Curi RMB Capital first reported a position in Raymond James Financial in Q4 2017 and has held it in 35 quarters since.
- Curi RMB Capital's Raymond James Financial position peaked at $1.66M in Q3 2025.
- 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.