JFG
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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
2023
Q4 		– Sell
-31,800
Closed -$3.19M – 1945
2023
Q3 		$3.19M Buy
31,800
+6,300
+25% +$667K 0.03% 471
2023
Q2 		$2.65M Buy
+25,500
New +$2.37M 0.02% 569

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jefferies Financial Group's RJF Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Raymond James Financial (RJF) in Q1 2026: 1,816 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in RJF as recently as Q3 2025.

Jefferies Financial Group first reported a position in RJF in Q2 2023 and has held it in 8 quarters since. The position peaked at $9.37M in Q4 2024. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Jefferies Financial Group held 1,816 shares of Raymond James Financial worth $263K as of Q1 2026.
  • Raymond James Financial was a new Jefferies Financial Group position in Q1 2026.
  • Raymond James Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1419 holding.
  • Jefferies Financial Group first reported a position in Raymond James Financial in Q2 2023 and has held it in 8 quarters since.
  • Jefferies Financial Group's Raymond James Financial position peaked at $9.37M in Q4 2024.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.