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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FORA Capital's RJF Position: Q1 2026 in Review

FORA Capital opened a new position in Raymond James Financial (RJF) in Q1 2026: 9,776 shares worth $1.42M. The stake represents 0.1% of the portfolio and ranks #199 among its holdings. This is a return to the name: FORA Capital previously reported a position in RJF as recently as Q2 2025.

FORA Capital first reported a position in RJF in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.93M in Q1 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

FORA Capital held 9,776 shares of Raymond James Financial worth $1.42M as of Q1 2026.
Raymond James Financial was a new FORA Capital position in Q1 2026.
Raymond James Financial made up 0.1% of FORA Capital's portfolio in Q1 2026, its #199 holding.
FORA Capital first reported a position in Raymond James Financial in Q4 2020 and has held it in 10 quarters since.
FORA Capital's Raymond James Financial position peaked at $5.93M in Q1 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.