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Eldridge Investment Advisors’s Raymond James Financial RJF Stock Holding History

Eldridge Investment Advisors’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 		$237K Hold
1,563
– – 0.05% 155
2026
Q1 		$225K Hold
1,563
– – 0.05% 144
2025
Q4 		$251K Hold
1,563
– – 0.06% 143
2025
Q3 		$269K Hold
1,563
– – 0.06% 142
2025
Q2 		$239K Hold
1,563
– – 0.05% 147
2025
Q1 		$216K Hold
1,563
– – 0.05% 149
2024
Q4 		$243K Buy
+1,563
New +$236K 0.06% 141

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

Eldridge Investment Advisors's RJF Position: Q2 2026 in Review

Eldridge Investment Advisors held its Raymond James Financial (RJF) position steady in Q2 2026 at 1,563 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #155.

Eldridge Investment Advisors first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Eldridge Investment Advisors held 1,563 shares of Raymond James Financial worth $237K as of Q2 2026.
  • Eldridge Investment Advisors left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.05% of Eldridge Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Eldridge Investment Advisors first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Eldridge Investment Advisors's Raymond James Financial position peaked at $269K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.