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Essential Partners’s Raymond James Financial RJF Stock Holding History

Essential Partners’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 		$22.5K Buy
148
+139
+1,544% +$21.1K 0.01% 855
2026
Q1 		$1.3K Sell
9
-209
-96% -$33.1K ﹤0.01% 2156
2025
Q4 		$35K Buy
218
+47
+27% +$7.59K 0.01% 712
2025
Q3 		$29.5K Buy
171
+19
+13% +$3.15K 0.01% 759
2025
Q2 		$23.3K Buy
+152
New +$21.8K 0.01% 633

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

Essential Partners's RJF Position: Q2 2026 in Review

Essential Partners increased its Raymond James Financial (RJF) stake by 1,544% in Q2 2026, buying an estimated $21.1K and bringing the position to 148 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #855.

Essential Partners first reported a position in RJF in Q2 2025 and has held it in 5 quarters since. The position peaked at $35K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Essential Partners held 148 shares of Raymond James Financial worth $22.5K as of Q2 2026.
  • Essential Partners bought 139 Raymond James Financial shares in Q2 2026, an estimated $21.1K.
  • Raymond James Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #855 holding.
  • Essential Partners first reported a position in Raymond James Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Raymond James Financial position peaked at $35K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.