Essex Financial Services’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $309K | Sell |
2,134
-294
| -12% | -$46.6K | 0.02% | 605 |
|
|
2025
Q4 | $390K | Sell |
2,428
-138
| -5% | -$22.3K | 0.02% | 517 |
|
|
2025
Q3 | $443K | Buy |
2,566
+444
| +21% | +$73.6K | 0.03% | 455 |
|
|
2025
Q2 | $325K | Buy |
2,122
+204
| +11% | +$29.2K | 0.02% | 522 |
|
|
2025
Q1 | $266K | Sell |
1,918
-843
| -31% | -$131K | 0.02% | 524 |
|
|
2024
Q4 | $429K | Sell |
2,761
-93
| -3% | -$14K | 0.03% | 411 |
|
|
2024
Q3 | $389K | Sell |
2,854
-33
| -1% | -$3.85K | 0.03% | 427 |
|
|
2024
Q2 | $314K | Sell |
2,887
-106
| -4% | -$13.1K | 0.02% | 460 |
|
|
2024
Q1 | $384K | Sell |
2,993
-612
| -17% | -$71.3K | 0.04% | 373 |
|
|
2023
Q4 | $402K | Buy |
3,605
+39
| +1% | +$4.01K | 0.04% | 342 |
|
|
2023
Q3 | $358K | Sell |
3,566
-177
| -5% | -$18.7K | 0.04% | 343 |
|
|
2023
Q2 | $388K | Sell |
3,743
-95
| -2% | -$8.82K | 0.04% | 321 |
|
|
2023
Q1 | $358K | Sell |
3,838
-5
| -0.1% | -$530 | 0.04% | 344 |
|
|
2022
Q4 | $410K | Sell |
3,843
-73
| -2% | -$8.19K | 0.04% | 313 |
|
|
2022
Q3 | $387K | Buy |
3,916
+8
| +0.2% | +$810 | 0.05% | 294 |
|
|
2022
Q2 | $349K | Sell |
3,908
-275
| -7% | -$26.9K | 0.04% | 325 |
|
|
2022
Q1 | $460K | Sell |
4,183
-366
| -8% | -$38.8K | 0.04% | 304 |
|
|
2021
Q4 | $457K | Sell |
4,549
-197
| -4% | -$19.5K | 0.05% | 301 |
|
|
2021
Q3 | $438K | Sell |
4,746
-206
| -4% | -$18.5K | 0.05% | 286 |
|
|
2021
Q2 | $405K | Hold |
4,952
| – | – | 0.06% | 268 |
|
|
2021
Q1 | $405K | Buy |
4,952
+1,629
| +49% | +$121K | 0.07% | 219 |
|
|
2020
Q4 | $212K | Buy |
+3,323
| New | +$190K | 0.04% | 298 |
|
|
2019
Q1 | – | Sell |
-5,535
| Closed | -$275K | – | 255 |
|
|
2018
Q4 | $275K | Sell |
5,535
-1,020
| -16% | -$54.3K | 0.08% | 189 |
|
|
2018
Q3 | $402K | Buy |
+6,555
| New | +$404K | 0.09% | 182 |
|
|
2016
Q2 | – | Sell |
-28,446
| Closed | -$903K | – | 318 |
|
|
2016
Q1 | $903K | Buy |
28,446
+25,419
| +840% | +$780K | 0.22% | 107 |
|
|
2015
Q4 | $251K | Sell |
3,027
-25,419
| -89% | -$947K | 0.06% | 257 |
|
|
2015
Q3 | $941K | Hold |
28,446
| – | – | 0.24% | 98 |
|
|
2015
Q2 | $1.13M | Hold |
28,446
| – | – | 0.29% | 86 |
|
|
2015
Q1 | $1.08M | Buy |
28,446
+5,826
| +26% | +$218K | 0.28% | 95 |
|
|
2014
Q4 | $864K | Hold |
22,620
| – | – | 0.22% | 112 |
|
|
2014
Q3 | $808K | Hold |
22,620
| – | – | 0.24% | 104 |
|
|
2014
Q2 | $765K | Hold |
22,620
| – | – | 0.23% | 109 |
|
|
2014
Q1 | $843K | Hold |
22,620
| – | – | 0.28% | 87 |
|
|
2013
Q4 | $787K | Buy |
22,620
+2,047
| +10% | +$63.4K | 0.27% | 95 |
|
|
2013
Q3 | $572 | Hold |
20,573
| – | – | 0.18% | 118 |
|
|
2013
Q2 | $589K | Buy |
+20,573
| New | +$595K | 0.21% | 113 |
|
Other funds holding RJF
VCM
VPM
Essex Financial Services's RJF Position: Q1 2026 in Review
Essex Financial Services reduced its Raymond James Financial (RJF) stake by 12% in Q1 2026, selling an estimated $46.6K and leaving 2,134 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #605.
Essex Financial Services first reported a position in RJF in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.13M in Q2 2015. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.
- Essex Financial Services held 2,134 shares of Raymond James Financial worth $309K as of Q1 2026.
- Essex Financial Services sold 294 Raymond James Financial shares in Q1 2026, an estimated $46.6K.
- Raymond James Financial made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #605 holding.
- Essex Financial Services first reported a position in Raymond James Financial in Q2 2013 and has held it in 36 quarters since.
- Essex Financial Services's Raymond James Financial position peaked at $1.13M in Q2 2015.
- 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.