CX Institutional
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CX Institutional’s Raymond James Financial RJF Stock Holding History

CX Institutional’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
Q3 		$798K Buy
5,049
+92
+2% +$15.8K 0.02% 372
2026
Q2 		$754K Buy
4,957
+2,414
+95% +$366K 0.02% 373
2026
Q1 		$368K Buy
2,543
+493
+24% +$78.2K 0.01% 536
2025
Q4 		$329K Buy
2,050
+114
+6% +$18.4K 0.01% 545
2025
Q3 		$334K Buy
1,936
+2
+0.1% +$331 0.01% 542
2025
Q2 		$297K Sell
1,934
-282
-13% -$40.4K 0.01% 512
2025
Q1 		$308K Sell
2,216
-107
-5% -$16.6K 0.01% 474
2024
Q4 		$361K Buy
2,323
+66
+3% +$10K 0.01% 402
2024
Q3 		$276K Buy
2,257
+37
+2% +$4.32K 0.01% 481
2024
Q2 		$274K Buy
2,220
+375
+20% +$46.3K 0.01% 477
2024
Q1 		$237K Sell
1,845
-31
-2% -$3.61K 0.01% 505
2023
Q4 		$209K Buy
+1,876
New +$193K 0.01% 484
2023
Q3 		– Sell
-34,676
Closed -$3.6M – 535
2023
Q2 		$3.6M Buy
34,676
+907
+3% +$84.2K 0.19% 160
2023
Q1 		$3.12M Buy
+33,769
New +$3.58M 0.17% 181
2022
Q3 		– Sell
-481
Closed -$43K – 995
2022
Q2 		$43K Buy
+481
New +$47.1K ﹤0.01% 709
2021
Q4 		– Sell
-389
Closed -$36K – 790
2021
Q3 		$36K Buy
389
+3
+0.8% +$269 ﹤0.01% 647
2021
Q2 		$33K Buy
386
+84
+28% +$7.31K ﹤0.01% 644
2021
Q1 		$25K Buy
302
+62
+26% +$4.62K ﹤0.01% 630
2020
Q4 		$15K Buy
240
+187
+353% +$10.7K ﹤0.01% 674
2020
Q3 		$3K Sell
53
-114
-68% -$5.52K ﹤0.01% 787
2020
Q2 		$8K Buy
167
+152
+1,013% +$6.85K ﹤0.01% 600
2020
Q1 		$1K Sell
15
-53
-78% -$2.99K ﹤0.01% 748
2019
Q4 		$4K Sell
68
-40
-37% -$2.31K ﹤0.01% 597
2019
Q3 		$6K Sell
108
-92
-46% -$5K ﹤0.01% 551
2019
Q2 		$11K Buy
200
+186
+1,329% +$10.6K ﹤0.01% 478
2019
Q1 		$1K Buy
+14
New +$750 ﹤0.01% 767

Other funds holding RJF

Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

CX Institutional's RJF Position: Q3 2026 in Review

CX Institutional increased its Raymond James Financial (RJF) stake by 1.9% in Q3 2026, buying an estimated $15.8K and bringing the position to 5,049 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #372.

CX Institutional first reported a position in RJF in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.6M in Q2 2023. 165 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • CX Institutional held 5,049 shares of Raymond James Financial worth $798K as of Q3 2026.
  • CX Institutional bought 92 Raymond James Financial shares in Q3 2026, an estimated $15.8K.
  • Raymond James Financial made up 0.02% of CX Institutional's portfolio in Q3 2026, its #372 holding.
  • CX Institutional first reported a position in Raymond James Financial in Q1 2019 and has held it in 26 quarters since.
  • CX Institutional's Raymond James Financial position peaked at $3.6M in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.