EI
RJF icon

Ethic Inc’s Raymond James Financial RJF Stock Holding History

Ethic Inc’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 		$3.29M Buy
21,644
+1,163
+6% +$177K 0.04% 383
2026
Q1 		$2.97M Buy
20,481
+842
+4% +$134K 0.05% 366
2025
Q4 		$3.15M Sell
19,639
-935
-5% -$151K 0.05% 362
2025
Q3 		$3.55M Sell
20,574
-1,639
-7% -$272K 0.06% 322
2025
Q2 		$3.4M Buy
22,213
+2,306
+12% +$330K 0.06% 313
2025
Q1 		$2.75M Buy
19,907
+2,326
+13% +$361K 0.06% 338
2024
Q4 		$2.73M Sell
17,581
-174
-1% -$26.3K 0.06% 348
2024
Q3 		$2.28M Sell
17,755
-2,500
-12% -$292K 0.06% 354
2024
Q2 		$2.5M Buy
20,255
+2,500
+14% +$309K 0.06% 327
2024
Q1 		$2.28M Buy
17,755
+3,008
+20% +$351K 0.06% 354
2023
Q4 		$1.64M Buy
14,747
+2,485
+20% +$256K 0.05% 406
2023
Q3 		$1.23M Buy
12,262
+2,665
+28% +$282K 0.04% 424
2023
Q2 		$996K Sell
9,597
-1,544
-14% -$143K 0.04% 446
2023
Q1 		$1.04M Sell
11,141
-1,527
-12% -$162K 0.04% 438
2022
Q4 		$1.35M Buy
12,668
+6,426
+103% +$721K 0.07% 315
2022
Q3 		$617K Buy
+6,242
New +$632K 0.04% 442

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Ethic Inc's RJF Position: Q2 2026 in Review

Ethic Inc increased its Raymond James Financial (RJF) stake by 5.7% in Q2 2026, buying an estimated $177K and bringing the position to 21,644 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #383.

Ethic Inc first reported a position in RJF in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.55M in Q3 2025. 315 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Ethic Inc held 21,644 shares of Raymond James Financial worth $3.29M as of Q2 2026.
  • Ethic Inc bought 1,163 Raymond James Financial shares in Q2 2026, an estimated $177K.
  • Raymond James Financial made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #383 holding.
  • Ethic Inc first reported a position in Raymond James Financial in Q3 2022 and has held it in 16 quarters since.
  • Ethic Inc's Raymond James Financial position peaked at $3.55M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.