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Formidable Asset Management’s Raymond James Financial RJF Stock Holding History

Formidable Asset 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 		$1.06M Sell
7,291
-327
-4% -$49.6K 0.17% 131
2026
Q1 		$1.22M Buy
7,618
+2
+0% +$317 0.19% 106
2025
Q4 		$1.31M Sell
7,616
-160
-2% -$25.8K 0.19% 101
2025
Q3 		$1.19M Sell
7,776
-27
-0.3% -$4.47K 0.19% 103
2025
Q2 		$1.08M Hold
7,803
– – 0.18% 110
2025
Q1 		$1.08M Sell
7,803
-98
-1% -$15.2K 0.18% 109
2024
Q4 		$1.23M Buy
7,901
+67
+0.9% +$10.1K 0.2% 97
2024
Q3 		$959K Buy
7,834
+15
+0.2% +$1.75K 0.15% 130
2024
Q2 		$966K Buy
7,819
+21
+0.3% +$2.59K 0.16% 129
2024
Q1 		$1M Buy
+7,798
New +$909K 0.16% 127
2019
Q2 		– Sell
-6,993
Closed -$278K – 318
2019
Q1 		$278K Buy
+6,993
New +$374K 0.11% 142
2016
Q2 		– Sell
-1,350
Closed -$48K – 362
2016
Q1 		$48K Sell
1,350
-150
-10% -$4.6K 0.03% 207
2015
Q4 		$54K Hold
1,500
– – 0.04% 213
2015
Q3 		$49K Hold
1,500
– – 0.03% 230
2015
Q2 		$60K Hold
1,500
– – 0.04% 193
2015
Q1 		$58K Sell
1,500
-560
-27% -$20.9K 0.04% 189
2014
Q4 		$79K Buy
2,060
+23
+1% +$844 0.05% 159
2014
Q3 		$76K Sell
2,037
-281
-12% -$9.83K 0.05% 163
2014
Q2 		$78K Buy
2,318
+113
+5% +$3.77K 0.05% 180
2014
Q1 		$72K Buy
2,205
+111
+5% +$3.88K 0.05% 166
2013
Q4 		$69K Sell
2,094
-75
-3% -$2.32K 0.05% 175
2013
Q3 		$59K Buy
+2,169
New +$62.6K 0.05% 159

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

Formidable Asset Management's RJF Position: Q2 2026 in Review

Formidable Asset Management reduced its Raymond James Financial (RJF) stake by 4.3% in Q2 2026, selling an estimated $49.6K and leaving 7,291 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #131.

Formidable Asset Management first reported a position in RJF in Q3 2013 and has held it in 22 quarters since. The position peaked at $1.31M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Formidable Asset Management held 7,291 shares of Raymond James Financial worth $1.06M as of Q2 2026.
  • Formidable Asset Management sold 327 Raymond James Financial shares in Q2 2026, an estimated $49.6K.
  • Raymond James Financial made up 0.17% of Formidable Asset Management's portfolio in Q2 2026, its #131 holding.
  • Formidable Asset Management first reported a position in Raymond James Financial in Q3 2013 and has held it in 22 quarters since.
  • Formidable Asset Management's Raymond James Financial position peaked at $1.31M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.