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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
Q2 		$4.64M Buy
30,491
+28,793
+1,696% +$4.37M 0.14% 267
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgestream Partners's RJF Position: Q2 2026 in Review

Edgestream Partners increased its Raymond James Financial (RJF) stake by 1,696% in Q2 2026, buying an estimated $4.37M and bringing the position to 30,491 shares worth $4.64M. The position accounts for 0.14% of the portfolio, ranked #267.

Edgestream Partners first reported a position in RJF in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.69M in Q1 2023. 900 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Edgestream Partners held 30,491 shares of Raymond James Financial worth $4.64M as of Q2 2026.
  • Edgestream Partners bought 28,793 Raymond James Financial shares in Q2 2026, an estimated $4.37M.
  • Raymond James Financial made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #267 holding.
  • Edgestream Partners first reported a position in Raymond James Financial in Q4 2020 and has held it in 11 quarters since.
  • Edgestream Partners's Raymond James Financial position peaked at $5.69M in Q1 2023.
  • 900 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.