Global Financial Private Client
RJF icon

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
Q3 		$612K Buy
3,871
+23
+0.6% +$3.94K 0.17% 142
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% +$1.58K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Global Financial Private Client's RJF Position: Q3 2026 in Review

Global Financial Private Client increased its Raymond James Financial (RJF) stake by 0.6% in Q3 2026, buying an estimated $3.94K and bringing the position to 3,871 shares worth $612K. The position accounts for 0.17% of the portfolio, ranked #142.

Global Financial Private Client first reported a position in RJF in Q4 2019 and has held it in 28 quarters since. The position peaked at $746K in Q3 2025. 777 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Global Financial Private Client held 3,871 shares of Raymond James Financial worth $612K as of Q3 2026.
  • Global Financial Private Client bought 23 Raymond James Financial shares in Q3 2026, an estimated $3.94K.
  • Raymond James Financial made up 0.17% of Global Financial Private Client's portfolio in Q3 2026, its #142 holding.
  • Global Financial Private Client first reported a position in Raymond James Financial in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Raymond James Financial position peaked at $746K in Q3 2025.
  • 777 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.