John Overdeck’s Raymond James Financial RJF Stock Holding History

John Overdeck’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	$486K	Buy	+3,200	New	+$486K	﹤0.01%	4178
2022 Q1	–	Sell	-4,000	Closed	-$402K	–	4048
2021 Q4	$402K	Buy	+4,000	New	+$395K	﹤0.01%	3439
2021 Q3	–	Sell	-6,000	Closed	-$520K	–	4625
2021 Q2	$520K	Buy	6,000 +150	+3%	+$13.1K	﹤0.01%	3062
2021 Q1	$478K	Sell	5,850 -150	-3%	-$11.2K	﹤0.01%	2973
2020 Q4	$383K	Buy	+6,000	New	+$343K	﹤0.01%	2685
2020 Q1	–	Sell	-10,500	Closed	-$626K	–	3718
2019 Q4	$626K	Sell	10,500 -1,500	-13%	-$86.6K	﹤0.01%	2609
2019 Q3	$660K	Sell	12,000 -11,550	-49%	-$627K	﹤0.01%	2333
2019 Q2	$1.33M	Buy	+23,550	New	+$1.34M	﹤0.01%	1725

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

John Overdeck's RJF Position: Q2 2026 in Review

John Overdeck increased its Raymond James Financial (RJF) stake by 971% in Q2 2026, buying an estimated $67.5M and bringing the position to 490,464 shares worth $74.6M. The position accounts for 0.05% of the portfolio, ranked #413.

John Overdeck first reported a position in RJF in Q3 2013 and has held it in 23 quarters since. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

John Overdeck held 490,464 shares of Raymond James Financial worth $74.6M as of Q2 2026.
John Overdeck bought 444,673 Raymond James Financial shares in Q2 2026, an estimated $67.5M.
Raymond James Financial made up 0.05% of John Overdeck's portfolio in Q2 2026, its #413 holding.
John Overdeck first reported a position in Raymond James Financial in Q3 2013 and has held it in 23 quarters since.
897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.