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

Evergreen 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 		$348K Sell
2,290
-2,912
-56% -$442K 0.01% 1122
2026
Q1 		$753K Buy
5,202
+2,734
+111% +$434K 0.02% 588
2025
Q4 		$396K Buy
2,468
+804
+48% +$130K 0.01% 878
2025
Q3 		$287K Buy
1,664
+55
+3% +$9.11K 0.01% 1004
2025
Q2 		$247K Buy
1,609
+51
+3% +$7.3K 0.01% 904
2025
Q1 		$216K Buy
1,558
+217
+16% +$33.7K 0.01% 950
2024
Q4 		$208K Buy
+1,341
New +$203K 0.01% 973

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

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

Evergreen Capital Management reduced its Raymond James Financial (RJF) stake by 56% in Q2 2026, selling an estimated $442K and leaving 2,290 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1122.

Evergreen Capital Management first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $753K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Evergreen Capital Management held 2,290 shares of Raymond James Financial worth $348K as of Q2 2026.
  • Evergreen Capital Management sold 2,912 Raymond James Financial shares in Q2 2026, an estimated $442K.
  • Raymond James Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1122 holding.
  • Evergreen Capital Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Raymond James Financial position peaked at $753K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.