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Empowered Funds’s Raymond James Financial RJF Stock Holding History

Empowered Funds’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 		$2.7M Sell
17,815
-5,547
-24% -$842K 0.01% 1025
2026
Q1 		$3.37M Buy
+23,362
New +$3.71M 0.02% 825
2025
Q4 		– Sell
-6,784
Closed -$1.17M – 1713
2025
Q3 		$1.17M Buy
6,784
+1,742
+35% +$289K 0.01% 1129
2025
Q2 		$771K Buy
5,042
+900
+22% +$129K 0.01% 1173
2025
Q1 		$573K Buy
4,142
+314
+8% +$48.7K 0.01% 1170
2024
Q4 		$593K Buy
3,828
+362
+10% +$54.7K 0.01% 1123
2024
Q3 		$423K Buy
3,466
+255
+8% +$29.8K 0.01% 1146
2024
Q2 		$395K Buy
3,211
+352
+12% +$43.4K 0.01% 1121
2024
Q1 		$367K Buy
2,859
+502
+21% +$58.5K 0.01% 1154
2023
Q4 		$263K Buy
2,357
+356
+18% +$36.7K 0.01% 1143
2023
Q3 		$201K Buy
+2,001
New +$212K 0.01% 1149

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

Empowered Funds's RJF Position: Q2 2026 in Review

Empowered Funds reduced its Raymond James Financial (RJF) stake by 24% in Q2 2026, selling an estimated $842K and leaving 17,815 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1025.

Empowered Funds first reported a position in RJF in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Empowered Funds held 17,815 shares of Raymond James Financial worth $2.7M as of Q2 2026.
  • Empowered Funds sold 5,547 Raymond James Financial shares in Q2 2026, an estimated $842K.
  • Raymond James Financial made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1025 holding.
  • Empowered Funds first reported a position in Raymond James Financial in Q3 2023 and has held it in 11 quarters since.
  • Empowered Funds's Raymond James Financial position peaked at $3.37M in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.