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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
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% +$9.97K 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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CX Institutional's RJF Position: Q2 2026 in Review

CX Institutional increased its Raymond James Financial (RJF) stake by 95% in Q2 2026, buying an estimated $366K and bringing the position to 4,957 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #373.

CX Institutional first reported a position in RJF in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.6M in Q2 2023. 140 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • CX Institutional held 4,957 shares of Raymond James Financial worth $754K as of Q2 2026.
  • CX Institutional bought 2,414 Raymond James Financial shares in Q2 2026, an estimated $366K.
  • Raymond James Financial made up 0.02% of CX Institutional's portfolio in Q2 2026, its #373 holding.
  • CX Institutional first reported a position in Raymond James Financial in Q1 2019 and has held it in 25 quarters since.
  • CX Institutional's Raymond James Financial position peaked at $3.6M in Q2 2023.
  • 140 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.