Everence Capital Management
RJF icon

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
Q3 		– Sell
-2,691
Closed -$409K – 883
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Everence Capital Management's RJF Position: Q3 2026 in Review

Everence Capital Management sold out of Raymond James Financial (RJF) in Q3 2026, closing a stake of 2,691 shares — an estimated $409K sold.

Everence Capital Management first reported a position in RJF in Q2 2022 and held it in 14 quarters. The position peaked at $735K in Q3 2022. 565 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Everence Capital Management reported no remaining Raymond James Financial position as of Q3 2026 after selling out during the quarter.
  • Everence Capital Management sold 2,691 Raymond James Financial shares in Q3 2026, an estimated $409K.
  • Everence Capital Management first reported a position in Raymond James Financial in Q2 2022 and held it in 14 quarters.
  • Everence Capital Management's Raymond James Financial position peaked at $735K in Q3 2022.
  • 565 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.