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Davis Capital Management’s Raymond James Financial RJF Stock Holding History

Davis Capital Management’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 		$632 Hold
4
– – ﹤0.01% 582
2026
Q2 		$608 Buy
+4
New +$607 ﹤0.01% 578
2025
Q4 		– Sell
-2
Closed -$345 – 643
2025
Q3 		$345 Buy
+2
New +$331 ﹤0.01% 452

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Davis Capital Management's RJF Position: Q3 2026 in Review

Davis Capital Management held its Raymond James Financial (RJF) position steady in Q3 2026 at 4 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Davis Capital Management first reported a position in RJF in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Davis Capital Management held 4 shares of Raymond James Financial worth $632 as of Q3 2026.
  • Davis Capital Management left its Raymond James Financial share count unchanged in Q3 2026.
  • Raymond James Financial made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #582 holding.
  • Davis Capital Management first reported a position in Raymond James Financial in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.