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Johnson Financial Group Inc (Wisconsin)’s Raymond James Financial RJF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$22.8K Sell
150
-3
-2% -$455 ﹤0.01% 550
2026
Q1 		$22.2K Sell
153
-10
-6% -$1.59K ﹤0.01% 555
2025
Q4 		$26.2K Sell
163
-6
-4% -$969 ﹤0.01% 563
2025
Q3 		$29.2K Buy
169
+19
+13% +$3.15K ﹤0.01% 673
2025
Q2 		$23K Sell
150
-746
-83% -$107K ﹤0.01% 535
2025
Q1 		$124K Buy
896
+615
+219% +$95.5K 0.01% 432
2024
Q4 		$47.3K Sell
281
-312
-53% -$47.1K ﹤0.01% 504
2024
Q3 		$72.6K Buy
593
+582
+5,291% +$68K ﹤0.01% 480
2024
Q2 		$1.36K Buy
+11
New +$1.36K ﹤0.01% 703

Other funds holding RJF

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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

Johnson Financial Group Inc (Wisconsin)'s RJF Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Raymond James Financial (RJF) stake by 2% in Q2 2026, selling an estimated $455 and leaving 150 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Johnson Financial Group Inc (Wisconsin) first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $124K in Q1 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 150 shares of Raymond James Financial worth $22.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 3 Raymond James Financial shares in Q2 2026, an estimated $455.
  • Raymond James Financial made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #550 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Raymond James Financial position peaked at $124K in Q1 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.