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

Empirical Wealth 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 		$441K Buy
2,902
+404
+16% +$61.3K 0.01% 731
2026
Q1 		$362K Sell
2,498
-95
-4% -$15.1K 0.01% 713
2025
Q4 		$416K Buy
+2,593
New +$419K 0.01% 580

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Empirical Wealth Management increased its Raymond James Financial (RJF) stake by 16% in Q2 2026, buying an estimated $61.3K and bringing the position to 2,902 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #731.

Empirical Wealth Management first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Empirical Wealth Management held 2,902 shares of Raymond James Financial worth $441K as of Q2 2026.
  • Empirical Wealth Management bought 404 Raymond James Financial shares in Q2 2026, an estimated $61.3K.
  • Raymond James Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #731 holding.
  • Empirical Wealth Management first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.