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J. Safra Asset Management’s Raymond James Financial RJF Stock Holding History

J. Safra Asset 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 		$3.5K Hold
23
– – ﹤0.01% 554
2026
Q1 		$3.33K Buy
+23
New +$3.65K ﹤0.01% 540
2016
Q4 		– Sell
-956
Closed -$37K – 116
2016
Q3 		$37K Hold
956
– – 0.06% 71
2016
Q2 		$31K Buy
+956
New +$32.7K 0.05% 149

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

J. Safra Asset Management's RJF Position: Q2 2026 in Review

J. Safra Asset Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 23 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

J. Safra Asset Management first reported a position in RJF in Q2 2016 and has held it in 4 quarters since. The position peaked at $37K in Q3 2016. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • J. Safra Asset Management held 23 shares of Raymond James Financial worth $3.5K as of Q2 2026.
  • J. Safra Asset Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #554 holding.
  • J. Safra Asset Management first reported a position in Raymond James Financial in Q2 2016 and has held it in 4 quarters since.
  • J. Safra Asset Management's Raymond James Financial position peaked at $37K in Q3 2016.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.