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InceptionR’s Raymond James Financial RJF Stock Holding History

InceptionR’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 		$2.2M Buy
14,508
+913
+7% +$139K 0.54% 3
2026
Q1 		$1.96M Buy
13,595
+8,961
+193% +$1.42M 0.47% 18
2025
Q4 		$744K Buy
4,634
+2,146
+86% +$347K 0.21% 179
2025
Q3 		$428K Sell
2,488
-12,562
-83% -$2.08M 0.1% 359
2025
Q2 		$2.3M Buy
15,050
+11,506
+325% +$1.65M 0.53% 6
2025
Q1 		$491K Sell
3,544
-6,990
-66% -$1.09M 0.15% 276
2024
Q4 		$1.64M Buy
10,534
+2,231
+27% +$337K 0.37% 61
2024
Q3 		$1.01M Buy
8,303
+4,716
+131% +$551K 0.25% 127
2024
Q2 		$442K Buy
+3,587
New +$443K 0.12% 318

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

InceptionR's RJF Position: Q2 2026 in Review

InceptionR increased its Raymond James Financial (RJF) stake by 6.7% in Q2 2026, buying an estimated $139K and bringing the position to 14,508 shares worth $2.2M. The position accounts for 0.54% of the portfolio, ranked #3.

InceptionR first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • InceptionR held 14,508 shares of Raymond James Financial worth $2.2M as of Q2 2026.
  • InceptionR bought 913 Raymond James Financial shares in Q2 2026, an estimated $139K.
  • Raymond James Financial made up 0.54% of InceptionR's portfolio in Q2 2026, its #3 holding.
  • InceptionR first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
  • InceptionR's Raymond James Financial position peaked at $2.3M in Q2 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.