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First United Bank & Trust’s Raymond James Financial RJF Stock Holding History

First United Bank & Trust’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 		$271K Buy
1,785
+15
+0.8% +$2.28K 0.08% 144
2026
Q1 		$256K Sell
1,770
-360
-17% -$57.1K 0.08% 131
2025
Q4 		$342K Buy
2,130
+305
+17% +$49.3K 0.11% 120
2025
Q3 		$315K Sell
1,825
-665
-27% -$110K 0.1% 130
2025
Q2 		$382K Buy
2,490
+1,435
+136% +$205K 0.13% 111
2025
Q1 		$147K Buy
+1,055
New +$164K 0.05% 159

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First United Bank & Trust's RJF Position: Q2 2026 in Review

First United Bank & Trust increased its Raymond James Financial (RJF) stake by 0.85% in Q2 2026, buying an estimated $2.28K and bringing the position to 1,785 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #144.

First United Bank & Trust first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $382K in Q2 2025. 230 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • First United Bank & Trust held 1,785 shares of Raymond James Financial worth $271K as of Q2 2026.
  • First United Bank & Trust bought 15 Raymond James Financial shares in Q2 2026, an estimated $2.28K.
  • Raymond James Financial made up 0.08% of First United Bank & Trust's portfolio in Q2 2026, its #144 holding.
  • First United Bank & Trust first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • First United Bank & Trust's Raymond James Financial position peaked at $382K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.