EWM
RJF icon

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

Evercore 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 		$354K Sell
2,328
-100
-4% -$15.2K 0.01% 323
2026
Q1 		$352K Hold
2,428
– – 0.01% 315
2025
Q4 		$390K Hold
2,428
– – 0.01% 317
2025
Q3 		$419K Hold
2,428
– – 0.01% 311
2025
Q2 		$372K Hold
2,428
– – 0.01% 315
2025
Q1 		$337K Sell
2,428
-200
-8% -$31K 0.01% 323
2024
Q4 		$408K Sell
2,628
-100
-4% -$15.1K 0.01% 301
2024
Q3 		$334K Hold
2,728
– – 0.01% 325
2024
Q2 		$337K Hold
2,728
– – 0.01% 327
2024
Q1 		$350K Hold
2,728
– – 0.01% 319
2023
Q4 		$304K Hold
2,728
– – 0.01% 343
2023
Q3 		$274K Hold
2,728
– – 0.01% 335
2023
Q2 		$283K Hold
2,728
– – 0.01% 343
2023
Q1 		$254K Hold
2,728
– – 0.01% 353
2022
Q4 		$291K Hold
2,728
– – 0.01% 325
2022
Q3 		$270K Hold
2,728
– – 0.01% 327
2022
Q2 		$244K Hold
2,728
– – 0.01% 348
2022
Q1 		$300K Sell
2,728
-300
-10% -$31.8K 0.01% 352
2021
Q4 		$304K Sell
3,028
-126
-4% -$12.5K ﹤0.01% 356
2021
Q3 		$291K Sell
3,154
-1
-0% -$90 0.01% 370
2021
Q2 		$273K Sell
3,155
-24
-0.8% -$2.09K 0.01% 381
2021
Q1 		$260K Buy
+3,179
New +$237K 0.01% 387
2015
Q1 		– Sell
-378
Closed -$14K – 1030
2014
Q4 		$14K Hold
378
– – ﹤0.01% 712
2014
Q3 		$14K Hold
378
– – ﹤0.01% 786
2014
Q2 		$13K Hold
378
– – ﹤0.01% 803
2014
Q1 		$14K Hold
378
– – ﹤0.01% 795
2013
Q4 		$13K Hold
378
– – ﹤0.01% 741
2013
Q3 		$11K Hold
378
– – ﹤0.01% 747
2013
Q2 		$11K Buy
+378
New +$10.9K ﹤0.01% 717

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

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

Evercore Wealth Management reduced its Raymond James Financial (RJF) stake by 4.1% in Q2 2026, selling an estimated $15.2K and leaving 2,328 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #323.

Evercore Wealth Management first reported a position in RJF in Q2 2013 and has held it in 29 quarters since. The position peaked at $419K in Q3 2025. 902 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Evercore Wealth Management held 2,328 shares of Raymond James Financial worth $354K as of Q2 2026.
  • Evercore Wealth Management sold 100 Raymond James Financial shares in Q2 2026, an estimated $15.2K.
  • Raymond James Financial made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Evercore Wealth Management first reported a position in Raymond James Financial in Q2 2013 and has held it in 29 quarters since.
  • Evercore Wealth Management's Raymond James Financial position peaked at $419K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.