IIM
RJF icon

Intact Investment Management’s Raymond James Financial RJF Stock Holding History

Intact Investment Management’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 		– Sell
-5,500
Closed -$835K – 268
2026
Q1 		$796K Hold
5,500
– – 0.02% 226
2025
Q4 		$883K Hold
5,500
– – 0.03% 220
2025
Q3 		$949K Hold
5,500
– – 0.03% 220
2025
Q2 		$844K Sell
5,500
-3,200
-37% -$458K 0.03% 234
2025
Q1 		$1.21M Buy
8,700
+500
+6% +$77.6K 0.04% 207
2024
Q4 		$1.27M Buy
8,200
+1,600
+24% +$242K 0.04% 204
2024
Q3 		$808K Hold
6,600
– – 0.03% 214
2024
Q2 		$816K Buy
+6,600
New +$815K 0.03% 209
2023
Q3 		– Sell
-24,800
Closed -$2.57M – 269
2023
Q2 		$2.57M Buy
+24,800
New +$2.3M 0.1% 158

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

Intact Investment Management's RJF Position: Q2 2026 in Review

Intact Investment Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 5,500 shares — an estimated $835K sold.

Intact Investment Management first reported a position in RJF in Q2 2023 and held it in 9 quarters. The position peaked at $2.57M in Q2 2023. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Intact Investment Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Intact Investment Management sold 5,500 Raymond James Financial shares in Q2 2026, an estimated $835K.
  • Intact Investment Management first reported a position in Raymond James Financial in Q2 2023 and held it in 9 quarters.
  • Intact Investment Management's Raymond James Financial position peaked at $2.57M in Q2 2023.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.