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Global Financial Private Client’s Raymond James Financial RJF Stock Holding History

Global Financial Private Client’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 		$585K Buy
3,848
+27
+0.7% +$4.1K 0.16% 150
2026
Q1 		$553K Buy
3,821
+25
+0.7% +$3.96K 0.18% 140
2025
Q4 		$610K Sell
3,796
-525
-12% -$84.8K 0.21% 126
2025
Q3 		$746K Buy
4,321
+12
+0.3% +$1.99K 0.27% 109
2025
Q2 		$661K Buy
4,309
+11
+0.3% +$1.57K 0.25% 114
2025
Q1 		$597K Buy
4,298
+10
+0.2% +$1.55K 0.23% 110
2024
Q4 		$666K Buy
4,288
+6
+0.1% +$906 0.25% 110
2024
Q3 		$524K Hold
4,282
– – 0.2% 127
2024
Q2 		$529K Hold
4,282
– – 0.22% 110
2024
Q1 		$550K Hold
4,282
– – 0.24% 108
2023
Q4 		$477K Hold
4,282
– – 0.22% 119
2023
Q3 		$420K Hold
4,282
– – 0.22% 109
2023
Q2 		$445K Hold
4,282
– – 0.22% 110
2023
Q1 		$394K Hold
4,282
– – 0.2% 109
2022
Q4 		$458K Hold
4,282
– – 0.26% 89
2022
Q3 		$434K Sell
4,282
-405
-9% -$41K 0.25% 94
2022
Q2 		$418K Buy
4,687
+405
+9% +$39.7K 0.24% 90
2022
Q1 		$466K Hold
4,282
– – 0.23% 96
2021
Q4 		$430K Hold
4,282
– – 0.21% 97
2021
Q3 		$405K Sell
4,282
-1
-0% -$90 0.21% 103
2021
Q2 		$376K Hold
4,283
– – 0.21% 101
2021
Q1 		$361K Hold
4,283
– – 0.26% 83
2020
Q4 		$273K Buy
4,283
+8
+0.2% +$458 0.22% 83
2020
Q3 		$207K Hold
4,275
– – 0.18% 95
2020
Q2 		$191K Hold
4,275
– – 0.17% 111
2020
Q1 		$168K Hold
4,275
– – 0.18% 104
2019
Q4 		$255K Buy
+4,275
New +$247K 0.21% 98

Other funds holding RJF

HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Client's RJF Position: Q2 2026 in Review

Global Financial Private Client increased its Raymond James Financial (RJF) stake by 0.71% in Q2 2026, buying an estimated $4.1K and bringing the position to 3,848 shares worth $585K. The position accounts for 0.16% of the portfolio, ranked #150.

Global Financial Private Client first reported a position in RJF in Q4 2019 and has held it in 27 quarters since. The position peaked at $746K in Q3 2025. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Global Financial Private Client held 3,848 shares of Raymond James Financial worth $585K as of Q2 2026.
  • Global Financial Private Client bought 27 Raymond James Financial shares in Q2 2026, an estimated $4.1K.
  • Raymond James Financial made up 0.16% of Global Financial Private Client's portfolio in Q2 2026, its #150 holding.
  • Global Financial Private Client first reported a position in Raymond James Financial in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Raymond James Financial position peaked at $746K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.