Downshift Financial’s Raymond James Financial RJF Stock Holding History

Downshift Financial’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	$608	Buy	+4	New	+$607	﹤0.01%	534

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Downshift Financial's RJF Position: Q2 2026 in Review

Downshift Financial opened a new position in Raymond James Financial (RJF) in Q2 2026: 4 shares worth $608. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Downshift Financial held 4 shares of Raymond James Financial worth $608 as of Q2 2026.
Raymond James Financial was a new Downshift Financial position in Q2 2026.
Raymond James Financial made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #534 holding.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.