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Empirical Finance’s Raymond James Financial RJF Stock Holding History

Empirical Finance’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 		$976K Buy
6,417
+204
+3% +$31K 0.04% 310
2026
Q1 		$900K Sell
6,213
-16
-0.3% -$2.54K 0.04% 323
2025
Q4 		$1M Sell
6,229
-261
-4% -$42.1K 0.05% 287
2025
Q3 		$1.12M Buy
6,490
+57
+0.9% +$9.45K 0.05% 286
2025
Q2 		$987K Buy
6,433
+43
+0.7% +$6.16K 0.05% 304
2025
Q1 		$888K Buy
6,390
+176
+3% +$27.3K 0.05% 298
2024
Q4 		$965K Sell
6,214
-79
-1% -$11.9K 0.06% 277
2024
Q3 		$771K Buy
6,293
+141
+2% +$16.5K 0.04% 325
2024
Q2 		$760K Sell
6,152
-461
-7% -$56.9K 0.05% 318
2024
Q1 		$849K Buy
6,613
+226
+4% +$26.3K 0.05% 303
2023
Q4 		$712K Buy
6,387
+44
+0.7% +$4.53K 0.05% 319
2023
Q3 		$637K Buy
6,343
+674
+12% +$71.3K 0.05% 326
2023
Q2 		$588K Buy
5,669
+656
+13% +$60.9K 0.05% 325
2023
Q1 		$468K Buy
5,013
+263
+6% +$27.9K 0.04% 367
2022
Q4 		$508K Buy
4,750
+427
+10% +$47.9K 0.05% 327
2022
Q3 		$427K Buy
4,323
+791
+22% +$80.1K 0.05% 324
2022
Q2 		$316K Buy
3,532
+220
+7% +$21.6K 0.04% 384
2022
Q1 		$364K Buy
3,312
+375
+13% +$39.7K 0.04% 376
2021
Q4 		$295K Buy
2,937
+605
+26% +$59.8K 0.03% 409
2021
Q3 		$215K Buy
+2,332
New +$209K 0.03% 405
2017
Q1 		– Sell
-275
Closed -$13K – 470
2016
Q4 		$13K Buy
+275
New +$12.2K 0.01% 322

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

Empirical Finance's RJF Position: Q2 2026 in Review

Empirical Finance increased its Raymond James Financial (RJF) stake by 3.3% in Q2 2026, buying an estimated $31K and bringing the position to 6,417 shares worth $976K. The position accounts for 0.04% of the portfolio, ranked #310.

Empirical Finance first reported a position in RJF in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.12M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Empirical Finance held 6,417 shares of Raymond James Financial worth $976K as of Q2 2026.
  • Empirical Finance bought 204 Raymond James Financial shares in Q2 2026, an estimated $31K.
  • Raymond James Financial made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #310 holding.
  • Empirical Finance first reported a position in Raymond James Financial in Q4 2016 and has held it in 21 quarters since.
  • Empirical Finance's Raymond James Financial position peaked at $1.12M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.