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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
-21,500
Closed -$3.45M – 368
2025
Q4 		$3.45M Sell
21,500
-10,200
-32% -$1.65M 0.06% 220
2025
Q3 		$5.47M Buy
+31,700
New +$5.25M 0.09% 207

Other funds holding RJF

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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.