Empirical Asset Management’s Raymond James Financial RJF Stock Holding History

Empirical Asset 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 Q1	$240K	Sell	1,660 -3,337	-67%	-$529K	0.06%	333
2025 Q4	$802K	Buy	4,997 +1,249	+33%	+$202K	0.23%	122
2025 Q3	$647K	Sell	3,748 -1,913	-34%	-$317K	0.18%	184
2025 Q2	$868K	Buy	5,661 +1,118	+25%	+$160K	0.27%	103
2025 Q1	$631K	Buy	+4,543	New	+$705K	0.22%	139
2024 Q1	–	Sell	-2,446	Closed	-$273K	–	301
2023 Q4	$273K	Buy	+2,446	New	+$252K	0.22%	144

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Empirical Asset Management's RJF Position: Q1 2026 in Review

Empirical Asset Management reduced its Raymond James Financial (RJF) stake by 67% in Q1 2026, selling an estimated $529K and leaving 1,660 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #333.

Empirical Asset Management first reported a position in RJF in Q4 2023 and has held it in 6 quarters since. The position peaked at $868K in Q2 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Empirical Asset Management held 1,660 shares of Raymond James Financial worth $240K as of Q1 2026.
Empirical Asset Management sold 3,337 Raymond James Financial shares in Q1 2026, an estimated $529K.
Raymond James Financial made up 0.06% of Empirical Asset Management's portfolio in Q1 2026, its #333 holding.
Empirical Asset Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 6 quarters since.
Empirical Asset Management's Raymond James Financial position peaked at $868K in Q2 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.