Gradient Investments’s Raymond James Financial RJF Stock Holding History

Gradient Investments’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	$1.54M	Sell	10,140 -14,811	-59%	-$2.25M	0.02%	291
2026 Q1	$3.61M	Buy	+24,951	New	+$3.96M	0.06%	211
2024 Q1	–	Sell	-9	Closed	-$1K	–	1708
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	1420
2023 Q3	$904	Buy	9 +4	+80%	+$423	﹤0.01%	1407
2023 Q2	$519	Buy	+5	New	+$464	﹤0.01%	1525
2020 Q1	–	Sell	-6	Closed	–	–	1213
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1203
2019 Q3	$0	Buy	+6	New	+$326	﹤0.01%	1207
2018 Q2	–	Sell	-8	Closed	–	–	1115
2018 Q1	$0	Hold	8	–	–	﹤0.01%	1134
2017 Q4	$0	Buy	+8	New	+$461	﹤0.01%	1071
2014 Q1	–	Sell	-348	Closed	-$12K	–	608
2013 Q4	$12K	Buy	+348	New	+$10.8K	﹤0.01%	368

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Gradient Investments's RJF Position: Q2 2026 in Review

Gradient Investments reduced its Raymond James Financial (RJF) stake by 59% in Q2 2026, selling an estimated $2.25M and leaving 10,140 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #291.

Gradient Investments first reported a position in RJF in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.61M in Q1 2026. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Gradient Investments held 10,140 shares of Raymond James Financial worth $1.54M as of Q2 2026.
Gradient Investments sold 14,811 Raymond James Financial shares in Q2 2026, an estimated $2.25M.
Raymond James Financial made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #291 holding.
Gradient Investments first reported a position in Raymond James Financial in Q4 2013 and has held it in 10 quarters since.
Gradient Investments's Raymond James Financial position peaked at $3.61M in Q1 2026.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.