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Edgestream Partners’s Raymond James Financial RJF Stock Holding History

Edgestream Partners’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
Q1 		$246K Buy
+1,698
New +$269K 0.01% 834
2025
Q4 		– Sell
-6,433
Closed -$1.11M – 1114
2025
Q3 		$1.11M Sell
6,433
-17,733
-73% -$2.94M 0.03% 613
2025
Q2 		$3.71M Buy
24,166
+7,762
+47% +$1.11M 0.1% 376
2025
Q1 		$2.28M Buy
+16,404
New +$2.55M 0.08% 453
2024
Q4 		– Sell
-15,997
Closed -$1.96M – 1044
2024
Q3 		$1.96M Sell
15,997
-17,062
-52% -$1.99M 0.09% 408
2024
Q2 		$4.09M Buy
+33,059
New +$4.08M 0.2% 168
2024
Q1 		– Sell
-11,648
Closed -$1.3M – 985
2023
Q4 		$1.3M Buy
+11,648
New +$1.2M 0.09% 367
2023
Q2 		– Sell
-60,955
Closed -$5.69M – 884
2023
Q1 		$5.69M Buy
60,955
+49,351
+425% +$5.23M 0.63% 22
2022
Q4 		$1.24M Buy
+11,604
New +$1.3M 0.14% 226
2021
Q1 		– Sell
-11,877
Closed -$758K – 435
2020
Q4 		$758K Buy
+11,877
New +$680K 0.04% 308

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgestream Partners's RJF Position: Q1 2026 in Review

Edgestream Partners opened a new position in Raymond James Financial (RJF) in Q1 2026: 1,698 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in RJF as recently as Q3 2025.

Edgestream Partners first reported a position in RJF in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.69M in Q1 2023. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Edgestream Partners held 1,698 shares of Raymond James Financial worth $246K as of Q1 2026.
  • Raymond James Financial was a new Edgestream Partners position in Q1 2026.
  • Raymond James Financial made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #834 holding.
  • Edgestream Partners first reported a position in Raymond James Financial in Q4 2020 and has held it in 10 quarters since.
  • Edgestream Partners's Raymond James Financial position peaked at $5.69M in Q1 2023.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.