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Everence Capital Management’s Raymond James Financial RJF Stock Holding History

Everence Capital 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 		$409K Buy
2,691
+611
+29% +$92.8K 0.02% 494
2026
Q1 		$301K Hold
2,080
– – 0.02% 570
2025
Q4 		$334K Hold
2,080
– – 0.02% 550
2025
Q3 		$359K Hold
2,080
– – 0.02% 526
2025
Q2 		$319K Sell
2,080
-1,290
-38% -$185K 0.02% 558
2025
Q1 		$468K Hold
3,370
– – 0.03% 386
2024
Q4 		$523K Hold
3,370
– – 0.03% 353
2024
Q3 		$413K Hold
3,370
– – 0.03% 477
2024
Q2 		$411K Hold
3,370
– – 0.03% 447
2024
Q1 		$433K Hold
3,370
– – 0.03% 455
2023
Q4 		$376K Buy
+3,370
New +$347K 0.03% 507
2023
Q1 		– Sell
-3,120
Closed -$333K – 786
2022
Q4 		$333K Sell
3,120
-4,320
-58% -$485K 0.03% 502
2022
Q3 		$735K Buy
7,440
+3,790
+104% +$384K 0.07% 246
2022
Q2 		$326K Buy
+3,650
New +$358K 0.03% 489

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

Everence Capital Management's RJF Position: Q2 2026 in Review

Everence Capital Management increased its Raymond James Financial (RJF) stake by 29% in Q2 2026, buying an estimated $92.8K and bringing the position to 2,691 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #494.

Everence Capital Management first reported a position in RJF in Q2 2022 and has held it in 14 quarters since. The position peaked at $735K in Q3 2022. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Everence Capital Management held 2,691 shares of Raymond James Financial worth $409K as of Q2 2026.
  • Everence Capital Management bought 611 Raymond James Financial shares in Q2 2026, an estimated $92.8K.
  • Raymond James Financial made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #494 holding.
  • Everence Capital Management first reported a position in Raymond James Financial in Q2 2022 and has held it in 14 quarters since.
  • Everence Capital Management's Raymond James Financial position peaked at $735K in Q3 2022.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.