IP
RJF icon

Interval Partners’s Raymond James Financial RJF Stock Holding History

Interval 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
Q1 		– Sell
-49,166
Closed -$7.9M – 367
2025
Q4 		$7.9M Sell
49,166
-66,135
-57% -$10.7M 0.14% 165
2025
Q3 		$19.9M Buy
115,301
+66,297
+135% +$11M 0.32% 74
2025
Q2 		$7.52M Buy
49,004
+24,597
+101% +$3.52M 0.13% 168
2025
Q1 		$3.39M Buy
+24,407
New +$3.79M 0.07% 221
2022
Q4 		– Sell
-26,029
Closed -$2.57M – 305
2022
Q3 		$2.57M Buy
26,029
+16,010
+160% +$1.62M 0.11% 181
2022
Q2 		$896K Sell
10,019
-20,543
-67% -$2.01M 0.05% 228
2022
Q1 		$3.36M Sell
30,562
-7,430
-20% -$787K 0.16% 151
2021
Q4 		$3.81M Buy
+37,992
New +$3.76M 0.16% 137
2021
Q2 		– Sell
-75,173
Closed -$6.14M – 334
2021
Q1 		$6.14M Sell
75,173
-28,327
-27% -$2.11M 0.24% 118
2020
Q4 		$6.6M Buy
+103,500
New +$5.92M 0.28% 91
2020
Q3 		– Sell
-65,156
Closed -$2.99M – 292
2020
Q2 		$2.99M Buy
65,156
+35,156
+117% +$1.58M 0.19% 111
2020
Q1 		$1.26M Sell
30,000
-133,929
-82% -$7.55M 0.1% 143
2019
Q4 		$9.78M Sell
163,929
-79,493
-33% -$4.59M 0.35% 86
2019
Q3 		$13.4M Buy
243,422
+90,224
+59% +$4.9M 0.52% 54
2019
Q2 		$8.63M Buy
153,198
+121,471
+383% +$6.92M 0.34% 74
2019
Q1 		$1.7M Sell
31,727
-68,608
-68% -$3.67M 0.07% 160
2018
Q4 		$4.98M Sell
100,335
-35,958
-26% -$1.92M 0.27% 89
2018
Q3 		$8.36M Sell
136,293
-3,759
-3% -$232K 0.34% 89
2018
Q2 		$8.34M Buy
+140,052
New +$8.69M 0.31% 98
2016
Q2 		– Sell
-75,309
Closed -$2.39M – 174
2016
Q1 		$2.39M Sell
75,309
-37,920
-33% -$1.16M 0.21% 105
2015
Q4 		$4.38M Buy
113,229
+70,573
+165% +$2.63M 0.41% 67
2015
Q3 		$1.41M Sell
42,656
-42,301
-50% -$1.57M 0.18% 105
2015
Q2 		$3.37M Buy
+84,957
New +$3.3M 0.36% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Interval Partners's RJF Position: Q1 2026 in Review

Interval Partners sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 49,166 shares — an estimated $7.9M sold.

Interval Partners first reported a position in RJF in Q2 2015 and held it in 23 quarters. The position peaked at $19.9M in Q3 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Interval Partners reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Interval Partners sold 49,166 Raymond James Financial shares in Q1 2026, an estimated $7.9M.
  • Interval Partners first reported a position in Raymond James Financial in Q2 2015 and held it in 23 quarters.
  • Interval Partners's Raymond James Financial position peaked at $19.9M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.