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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
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 		$411 Hold
3,370
– – 0.03% 447
2024
Q1 		$433 Hold
3,370
– – 0.03% 455
2023
Q4 		$376K Buy
+3,370
New +$347K 0.03% 507
2023
Q1 		– Sell
-3,120
Closed -$333 – 786
2022
Q4 		$333 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Everence Capital Management's RJF Position: Q1 2026 in Review

Everence Capital Management held its Raymond James Financial (RJF) position steady in Q1 2026 at 2,080 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #570.

Everence Capital Management first reported a position in RJF in Q2 2022 and has held it in 13 quarters since. The position peaked at $735K in Q3 2022. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Everence Capital Management held 2,080 shares of Raymond James Financial worth $301K as of Q1 2026.
  • Everence Capital Management left its Raymond James Financial share count unchanged in Q1 2026.
  • Raymond James Financial made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #570 holding.
  • Everence Capital Management first reported a position in Raymond James Financial in Q2 2022 and has held it in 13 quarters since.
  • Everence Capital Management's Raymond James Financial position peaked at $735K in Q3 2022.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.