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Greenleaf Trust’s Raymond James Financial RJF Stock Holding History

Greenleaf Trust’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 		$434K Sell
2,857
-538
-16% -$81.7K ﹤0.01% 557
2026
Q1 		$492K Buy
3,395
+422
+14% +$66.9K ﹤0.01% 494
2025
Q4 		$477K Sell
2,973
-2
-0.1% -$323 ﹤0.01% 517
2025
Q3 		$513K Sell
2,975
-77
-3% -$12.8K ﹤0.01% 491
2025
Q2 		$468K Buy
3,052
+318
+12% +$45.5K ﹤0.01% 502
2025
Q1 		$380K Sell
2,734
-1,264
-32% -$196K ﹤0.01% 572
2024
Q4 		$621K Buy
3,998
+104
+3% +$15.7K 0.01% 455
2024
Q3 		$477K Sell
3,894
-30
-0.8% -$3.5K ﹤0.01% 530
2024
Q2 		$485K Buy
3,924
+15
+0.4% +$1.85K ﹤0.01% 485
2024
Q1 		$502K Buy
3,909
+36
+0.9% +$4.2K ﹤0.01% 480
2023
Q4 		$432K Buy
3,873
+190
+5% +$19.6K ﹤0.01% 503
2023
Q3 		$370K Buy
3,683
+118
+3% +$12.5K ﹤0.01% 523
2023
Q2 		$370K Sell
3,565
-249
-7% -$23.1K ﹤0.01% 535
2023
Q1 		$356K Sell
3,814
-307
-7% -$32.5K ﹤0.01% 545
2022
Q4 		$440K Buy
4,121
+81
+2% +$9.09K 0.01% 480
2022
Q3 		$399K Sell
4,040
-90
-2% -$9.11K 0.01% 453
2022
Q2 		$369K Buy
4,130
+774
+23% +$75.8K 0.01% 491
2022
Q1 		$369K Buy
3,356
+193
+6% +$20.4K ﹤0.01% 510
2021
Q4 		$318K Buy
3,163
+122
+4% +$12.1K ﹤0.01% 584
2021
Q3 		$281K Buy
3,041
+143
+5% +$12.8K ﹤0.01% 599
2021
Q2 		$251K Sell
2,898
-27
-0.9% -$2.35K ﹤0.01% 634
2021
Q1 		$239K Buy
+2,925
New +$218K ﹤0.01% 628
2018
Q3 		– Sell
-3,641
Closed -$217K – 552
2018
Q2 		$217K Buy
+3,641
New +$226K ﹤0.01% 454
2018
Q1 		– Sell
-105
Closed -$6K – 638
2017
Q4 		$6K Hold
105
– – ﹤0.01% 674
2017
Q3 		$6K Buy
+105
New +$5.66K ﹤0.01% 674

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Greenleaf Trust's RJF Position: Q2 2026 in Review

Greenleaf Trust reduced its Raymond James Financial (RJF) stake by 16% in Q2 2026, selling an estimated $81.7K and leaving 2,857 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Greenleaf Trust first reported a position in RJF in Q3 2017 and has held it in 25 quarters since. The position peaked at $621K in Q4 2024. 159 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Greenleaf Trust held 2,857 shares of Raymond James Financial worth $434K as of Q2 2026.
  • Greenleaf Trust sold 538 Raymond James Financial shares in Q2 2026, an estimated $81.7K.
  • Raymond James Financial made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #557 holding.
  • Greenleaf Trust first reported a position in Raymond James Financial in Q3 2017 and has held it in 25 quarters since.
  • Greenleaf Trust's Raymond James Financial position peaked at $621K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.