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

Dorato 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
Q2 		$57.5K Hold
342
– – 0.04% 172
2026
Q1 		$50.6K Hold
342
– – 0.04% 173
2025
Q4 		$58.9K Buy
+342
New +$55.2K 0.04% 163

Other funds holding RJF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Dorato Capital Management's RJF Position: Q2 2026 in Review

Dorato Capital Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 342 shares worth $57.5K. The position accounts for 0.04% of the portfolio, ranked #172.

Dorato Capital Management first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.9K in Q4 2025. 450 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Dorato Capital Management held 342 shares of Raymond James Financial worth $57.5K as of Q2 2026.
  • Dorato Capital Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.04% of Dorato Capital Management's portfolio in Q2 2026, its #172 holding.
  • Dorato Capital Management first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Raymond James Financial position peaked at $58.9K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.