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FORA Capital’s Raymond James Financial RJF Stock Holding History

FORA Capital’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 		– Sell
-9,776
Closed -$1.42M – 522
2026
Q1 		$1.42M Buy
+9,776
New +$1.55M 0.1% 199
2025
Q3 		– Sell
-7,063
Closed -$1.08M – 640
2025
Q2 		$1.08M Sell
7,063
-35,636
-83% -$5.1M 0.12% 206
2025
Q1 		$5.93M Buy
42,699
+29,218
+217% +$4.54M 0.6% 35
2024
Q4 		$2.09M Buy
13,481
+1,269
+10% +$192K 0.24% 125
2024
Q3 		$1.5M Sell
12,212
-5,060
-29% -$591K 0.18% 160
2024
Q2 		$2.13M Buy
17,272
+2,461
+17% +$304K 0.26% 127
2024
Q1 		$1.9M Buy
14,811
+3,600
+32% +$420K 0.16% 167
2023
Q4 		$1.25M Buy
+11,211
New +$1.15M 0.11% 223
2021
Q2 		– Sell
-2,006
Closed -$164K – 1099
2021
Q1 		$164K Sell
2,006
-5,746
-74% -$428K 0.05% 327
2020
Q4 		$494K Buy
+7,752
New +$444K 0.08% 287

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

FORA Capital's RJF Position: Q2 2026 in Review

FORA Capital sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 9,776 shares — an estimated $1.42M sold.

FORA Capital first reported a position in RJF in Q4 2020 and held it in 10 quarters. The position peaked at $5.93M in Q1 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • FORA Capital reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 9,776 Raymond James Financial shares in Q2 2026, an estimated $1.42M.
  • FORA Capital first reported a position in Raymond James Financial in Q4 2020 and held it in 10 quarters.
  • FORA Capital's Raymond James Financial position peaked at $5.93M in Q1 2025.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.