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

Geneva 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 		$14M Sell
92,250
-6,907
-7% -$1.05M 0.32% 73
2026
Q1 		$14.4M Sell
99,157
-6,554
-6% -$1.04M 0.31% 76
2025
Q4 		$17M Sell
105,711
-2,062
-2% -$333K 0.32% 79
2025
Q3 		$18.6M Buy
107,773
+11,123
+12% +$1.84M 0.32% 77
2025
Q2 		$14.8M Buy
96,650
+2,149
+2% +$308K 0.25% 84
2025
Q1 		$13.1M Sell
94,501
-2,318
-2% -$360K 0.25% 85
2024
Q4 		$15M Sell
96,819
-11,468
-11% -$1.73M 0.26% 87
2024
Q3 		$13.3M Sell
108,287
-3,931
-4% -$459K 0.22% 92
2024
Q2 		$13.9M Sell
112,218
-12,497
-10% -$1.54M 0.25% 90
2024
Q1 		$16M Sell
124,715
-3,276
-3% -$382K 0.28% 90
2023
Q4 		$14.3M Sell
127,991
-4,742
-4% -$488K 0.27% 88
2023
Q3 		$13.3M Sell
132,733
-4,422
-3% -$468K 0.28% 88
2023
Q2 		$14.2M Sell
137,155
-8,596
-6% -$798K 0.28% 85
2023
Q1 		$13.6M Sell
145,751
-57,486
-28% -$6.09M 0.28% 87
2022
Q4 		$21.7M Sell
203,237
-26,694
-12% -$3M 0.49% 74
2022
Q3 		$22.7M Sell
229,931
-4,419
-2% -$447K 0.52% 71
2022
Q2 		$21M Sell
234,350
-3,700
-2% -$363K 0.48% 81
2022
Q1 		$26.2M Sell
238,050
-54,068
-19% -$5.73M 0.51% 81
2021
Q4 		$29.3M Sell
292,118
-7,586
-3% -$750K 0.47% 83
2021
Q3 		$27.7M Sell
299,704
-15,395
-5% -$1.38M 0.47% 87
2021
Q2 		$27.3M Sell
315,099
-14,643
-4% -$1.27M 0.44% 87
2021
Q1 		$26.9M Sell
329,742
-16,274
-5% -$1.21M 0.46% 85
2020
Q4 		$22.1M Sell
346,016
-37,936
-10% -$2.17M 0.37% 89
2020
Q3 		$18.6M Sell
383,952
-19,697
-5% -$954K 0.38% 88
2020
Q2 		$18.5M Sell
403,649
-8,613
-2% -$388K 0.4% 90
2020
Q1 		$17.4M Buy
+412,262
New +$23.3M 0.49% 80
2014
Q3 		$32.5M Sell
908,909
-220,959
-20% -$7.73M 0.95% 51
2014
Q2 		$38.2M Sell
1,129,868
-67,081
-6% -$2.24M 0.94% 52
2014
Q1 		$44.6M Buy
1,196,949
+586,906
+96% +$20.5M 1.04% 48
2013
Q4 		$21.2M Buy
+610,043
New +$18.9M 0.48% 63

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

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

Geneva Capital Management reduced its Raymond James Financial (RJF) stake by 7% in Q2 2026, selling an estimated $1.05M and leaving 92,250 shares worth $14M. The position accounts for 0.32% of the portfolio, ranked #73.

Geneva Capital Management first reported a position in RJF in Q4 2013 and has held it in 30 quarters since. The position peaked at $44.6M in Q1 2014. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Geneva Capital Management held 92,250 shares of Raymond James Financial worth $14M as of Q2 2026.
  • Geneva Capital Management sold 6,907 Raymond James Financial shares in Q2 2026, an estimated $1.05M.
  • Raymond James Financial made up 0.32% of Geneva Capital Management's portfolio in Q2 2026, its #73 holding.
  • Geneva Capital Management first reported a position in Raymond James Financial in Q4 2013 and has held it in 30 quarters since.
  • Geneva Capital Management's Raymond James Financial position peaked at $44.6M in Q1 2014.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.