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CVA Family Office’s Raymond James Financial RJF Stock Holding History

CVA Family Office’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 		$111K Buy
733
+63
+9% +$9.56K 0.01% 455
2026
Q1 		$97K Buy
670
+104
+18% +$16.5K 0.01% 464
2025
Q4 		$90.9K Sell
566
-4
-0.7% -$646 0.01% 434
2025
Q3 		$98.4K Hold
570
– – 0.01% 420
2025
Q2 		$87.4K Buy
570
+90
+19% +$12.9K 0.01% 427
2025
Q1 		$66.7K Sell
480
-10
-2% -$1.55K 0.01% 466
2024
Q4 		$76.1K Buy
490
+34
+7% +$5.13K 0.01% 442
2024
Q3 		$55.8K Hold
456
– – 0.01% 489
2024
Q2 		$56.4K Hold
456
– – 0.01% 469
2024
Q1 		$58.6K Buy
456
+4
+0.9% +$466 0.01% 463
2023
Q4 		$50.4K Buy
+452
New +$46.5K 0.01% 472
2023
Q3 		– Sell
-397
Closed -$41.2K – 789
2023
Q2 		$41.2K Sell
397
-55
-12% -$5.11K 0.01% 494
2023
Q1 		$42.2K Sell
452
-155
-26% -$16.4K 0.01% 472
2022
Q4 		$64.9K Buy
607
+35
+6% +$3.93K 0.02% 360
2022
Q3 		$57K Buy
572
+155
+37% +$15.7K 0.02% 336
2022
Q2 		$37K Sell
417
-40
-9% -$3.92K 0.01% 428
2022
Q1 		$50K Buy
457
+90
+25% +$9.54K 0.01% 400
2021
Q4 		$37K Buy
+367
New +$36.3K 0.01% 416
2021
Q3 		– Sell
-90
Closed -$8K – 775
2021
Q2 		$8K Hold
90
– – ﹤0.01% 703
2021
Q1 		$7K Buy
+90
New +$6.71K ﹤0.01% 577

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

CVA Family Office's RJF Position: Q2 2026 in Review

CVA Family Office increased its Raymond James Financial (RJF) stake by 9.4% in Q2 2026, buying an estimated $9.56K and bringing the position to 733 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #455.

CVA Family Office first reported a position in RJF in Q1 2021 and has held it in 20 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • CVA Family Office held 733 shares of Raymond James Financial worth $111K as of Q2 2026.
  • CVA Family Office bought 63 Raymond James Financial shares in Q2 2026, an estimated $9.56K.
  • Raymond James Financial made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #455 holding.
  • CVA Family Office first reported a position in Raymond James Financial in Q1 2021 and has held it in 20 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.