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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
Q2 		– Sell
-1,660
Closed -$240K – 483
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
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 $3.38T AUM 44.17% 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

Empirical Asset Management's RJF Position: Q2 2026 in Review

Empirical Asset Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 1,660 shares — an estimated $240K sold.

Empirical Asset Management first reported a position in RJF in Q4 2023 and held it in 6 quarters. The position peaked at $868K in Q2 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Empirical Asset Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Empirical Asset Management sold 1,660 Raymond James Financial shares in Q2 2026, an estimated $240K.
  • Empirical Asset Management first reported a position in Raymond James Financial in Q4 2023 and held it in 6 quarters.
  • Empirical Asset Management's Raymond James Financial position peaked at $868K in Q2 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.