JO
RJF icon

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 		$319K Buy
+2,100
New +$319K ﹤0.01% 4482
2022
Q1 		– Sell
-6,500
Closed -$653K – 4049
2021
Q4 		$653K Buy
6,500
+4,200
+183% +$415K ﹤0.01% 2986
2021
Q3 		$212K Sell
2,300
-2,200
-49% -$197K ﹤0.01% 3928
2021
Q2 		$390K Sell
4,500
-5,850
-57% -$509K ﹤0.01% 3300
2021
Q1 		$846K Buy
10,350
+2,850
+38% +$212K ﹤0.01% 2469
2020
Q4 		$478K Buy
+7,500
New +$429K ﹤0.01% 2550
2020
Q3 		– Sell
-9,900
Closed -$454K – 3484
2020
Q2 		$454K Buy
9,900
+5,100
+106% +$230K ﹤0.01% 2065
2020
Q1 		$202K Sell
4,800
-4,200
-47% -$237K ﹤0.01% 2651
2019
Q4 		$537K Buy
9,000
+1,950
+28% +$113K ﹤0.01% 2745
2019
Q3 		$388K Sell
7,050
-26,100
-79% -$1.42M ﹤0.01% 2753
2019
Q2 		$1.87M Buy
+33,150
New +$1.89M 0.01% 1486

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

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.