GRP
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Global Retirement Partners’s Raymond James Financial RJF Stock Holding History

Global Retirement Partners’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 		$154K Buy
+1,012
New +$154K ﹤0.01% 1758
2025
Q4 		$180K Buy
1,124
+456
+68% +$73.6K ﹤0.01% 1532
2025
Q3 		$115K Buy
668
+71
+12% +$11.8K ﹤0.01% 1456
2025
Q2 		$91.5K Buy
+597
New +$85.5K ﹤0.01% 1485
2024
Q4 		$215K Sell
1,385
-157
-10% -$23.7K 0.01% 919
2024
Q3 		$189K Sell
1,542
-280
-15% -$32.7K 0.01% 934
2024
Q2 		$225K Buy
1,822
+567
+45% +$70K 0.01% 843
2024
Q1 		$161K Buy
1,255
+15
+1% +$1.75K 0.01% 875
2023
Q4 		$135K Hold
1,240
– – 0.01% 903
2023
Q3 		$121K Buy
1,240
+26
+2% +$2.75K 0.01% 862
2023
Q2 		$126K Sell
1,214
-14
-1% -$1.3K 0.01% 848
2023
Q1 		$104K Buy
1,228
+830
+209% +$87.9K 0.01% 902
2022
Q4 		$42.5K Hold
398
– – ﹤0.01% 1158
2022
Q3 		$47K Buy
398
+44
+12% +$4.46K ﹤0.01% 1043
2022
Q2 		$32K Buy
354
+11
+3% +$1.08K ﹤0.01% 1167
2022
Q1 		$32K Buy
+343
New +$36.3K ﹤0.01% 1175
2021
Q1 		– Sell
-57
Closed -$4K – 1876
2020
Q4 		$4K Sell
57
-38
-40% -$2.17K ﹤0.01% 1505
2020
Q3 		$5K Hold
95
– – ﹤0.01% 1333
2020
Q2 		$4K Hold
95
– – ﹤0.01% 1347
2020
Q1 		$4K Sell
95
-13
-12% -$733 ﹤0.01% 1297
2019
Q4 		$6K Buy
108
+3
+3% +$173 ﹤0.01% 1297
2019
Q3 		$6K Buy
105
+22
+27% +$1.2K ﹤0.01% 1261
2019
Q2 		$5K Sell
83
-18
-18% -$1.03K ﹤0.01% 1298
2019
Q1 		$5K Buy
101
+26
+35% +$1.39K ﹤0.01% 1248
2018
Q4 		$4K Hold
75
– – ﹤0.01% 1228
2018
Q3 		$5K Hold
75
– – ﹤0.01% 1235
2018
Q2 		$4K Sell
75
-29
-28% -$1.8K ﹤0.01% 1262
2018
Q1 		$6K Buy
104
+57
+121% +$3.55K ﹤0.01% 1121
2017
Q4 		$3K Buy
+47
New +$2.71K ﹤0.01% 1242

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

Global Retirement Partners's RJF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Raymond James Financial (RJF) in Q2 2026: 1,012 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RJF as recently as Q4 2025.

Global Retirement Partners first reported a position in RJF in Q4 2017 and has held it in 29 quarters since. The position peaked at $225K in Q2 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Global Retirement Partners held 1,012 shares of Raymond James Financial worth $154K as of Q2 2026.
  • Raymond James Financial was a new Global Retirement Partners position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1758 holding.
  • Global Retirement Partners first reported a position in Raymond James Financial in Q4 2017 and has held it in 29 quarters since.
  • Global Retirement Partners's Raymond James Financial position peaked at $225K in Q2 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.