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Jefferies Financial Group’s Raymond James Financial RJF Stock Holding History

Jefferies Financial Group’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 		$2.6M Buy
17,095
+15,279
+841% +$2.32M 0.02% 599
2026
Q1 		$263K Buy
+1,816
New +$288K ﹤0.01% 1419
2025
Q4 		– Sell
-35,755
Closed -$6.17M – 2041
2025
Q3 		$6.17M Buy
35,755
+33,063
+1,228% +$5.48M 0.03% 314
2025
Q2 		$413K Sell
2,692
-15,925
-86% -$2.28M ﹤0.01% 947
2025
Q1 		$2.59M Sell
18,617
-41,681
-69% -$6.47M 0.02% 482
2024
Q4 		$9.37M Buy
+60,298
New +$9.11M 0.06% 234
2024
Q2 		– Sell
-49,242
Closed -$6.32M – 1809
2024
Q1 		$6.32M Buy
49,242
+11,327
+30% +$1.32M 0.06% 254
2023
Q4 		$4.23M Buy
+37,915
New +$3.9M 0.03% 447
2023
Q3 		– Sell
-10,244
Closed -$1.08M – 1937
2023
Q2 		$1.06M Buy
+10,244
New +$951K 0.01% 890

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

Jefferies Financial Group's RJF Position: Q2 2026 in Review

Jefferies Financial Group increased its Raymond James Financial (RJF) stake by 841% in Q2 2026, buying an estimated $2.32M and bringing the position to 17,095 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #599.

Jefferies Financial Group first reported a position in RJF in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.37M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Jefferies Financial Group held 17,095 shares of Raymond James Financial worth $2.6M as of Q2 2026.
  • Jefferies Financial Group bought 15,279 Raymond James Financial shares in Q2 2026, an estimated $2.32M.
  • Raymond James Financial made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #599 holding.
  • Jefferies Financial Group first reported a position in Raymond James Financial in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Raymond James Financial position peaked at $9.37M in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.