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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Evercore Wealth Management's RJF Position: Q1 2026 in Review

Evercore Wealth Management held its Raymond James Financial (RJF) position steady in Q1 2026 at 2,428 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #315.

Evercore Wealth Management first reported a position in RJF in Q2 2013 and has held it in 28 quarters since. The position peaked at $419K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Evercore Wealth Management held 2,428 shares of Raymond James Financial worth $352K as of Q1 2026.
Evercore Wealth Management left its Raymond James Financial share count unchanged in Q1 2026.
Raymond James Financial made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #315 holding.
Evercore Wealth Management first reported a position in Raymond James Financial in Q2 2013 and has held it in 28 quarters since.
Evercore Wealth Management's Raymond James Financial position peaked at $419K in Q3 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.