Donoghue Forlines
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Donoghue Forlines’s Raymond James Financial RJF Stock Holding History

Donoghue Forlines’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 		$3.19M Buy
+20,203
New +$3.47M 0.81% 52
2025
Q1 		– Sell
-13,228
Closed -$2.05M – 139
2024
Q4 		$2.05M Buy
+13,228
New +$2M 0.69% 25

Other funds holding RJF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Donoghue Forlines's RJF Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Raymond James Financial (RJF) in Q3 2026: 20,203 shares worth $3.19M. The stake represents 0.81% of the portfolio and ranks #52 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in RJF as recently as Q4 2024.

Donoghue Forlines first reported a position in RJF in Q4 2024 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Donoghue Forlines held 20,203 shares of Raymond James Financial worth $3.19M as of Q3 2026.
  • Raymond James Financial was a new Donoghue Forlines position in Q3 2026.
  • Raymond James Financial made up 0.81% of Donoghue Forlines's portfolio in Q3 2026, its #52 holding.
  • Donoghue Forlines first reported a position in Raymond James Financial in Q4 2024 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.