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Gladstone Institutional Advisory’s Raymond James Financial RJF Stock Holding History

Gladstone Institutional Advisory’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 		$1.47M Buy
9,673
+92
+1% +$14K 0.05% 347
2026
Q1 		$1.39M Buy
9,581
+671
+8% +$106K 0.05% 317
2025
Q4 		$1.43M Buy
8,910
+76
+0.9% +$12.3K 0.05% 302
2025
Q3 		$1.52M Sell
8,834
-227
-3% -$37.6K 0.06% 289
2025
Q2 		$1.39M Buy
9,061
+409
+5% +$58.6K 0.06% 293
2025
Q1 		$1.2M Sell
8,652
-976
-10% -$152K 0.06% 298
2024
Q4 		$1.5M Sell
9,628
-233
-2% -$35.2K 0.07% 271
2024
Q3 		$1.21M Buy
9,861
+845
+9% +$98.7K 0.06% 296
2024
Q2 		$1.11M Buy
9,016
+289
+3% +$35.7K 0.06% 293
2024
Q1 		$1.12M Sell
8,727
-277
-3% -$32.3K 0.06% 281
2023
Q4 		$1M Buy
9,004
+224
+3% +$23.1K 0.06% 288
2023
Q3 		$882K Buy
+8,780
New +$929K 0.06% 283

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

Gladstone Institutional Advisory's RJF Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Raymond James Financial (RJF) stake by 0.96% in Q2 2026, buying an estimated $14K and bringing the position to 9,673 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #347.

Gladstone Institutional Advisory first reported a position in RJF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Gladstone Institutional Advisory held 9,673 shares of Raymond James Financial worth $1.47M as of Q2 2026.
  • Gladstone Institutional Advisory bought 92 Raymond James Financial shares in Q2 2026, an estimated $14K.
  • Raymond James Financial made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #347 holding.
  • Gladstone Institutional Advisory first reported a position in Raymond James Financial in Q3 2023 and has held it in 12 quarters since.
  • Gladstone Institutional Advisory's Raymond James Financial position peaked at $1.52M in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.