Jones Financial Companies
RJF icon

Jones Financial Companies’s Raymond James Financial RJF Stock Holding History

Jones Financial Companies’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 		$44.2M Buy
294,566
+35,657
+14% +$5.41M 0.02% 442
2026
Q1 		$36.6M Buy
258,909
+254,298
+5,515% +$40.3M 0.02% 427
2025
Q4 		$740K Buy
4,611
+249
+6% +$40.2K ﹤0.01% 1349
2025
Q3 		$766K Buy
4,362
+751
+21% +$124K ﹤0.01% 1231
2025
Q2 		$553K Buy
3,611
+762
+27% +$109K ﹤0.01% 1242
2025
Q1 		$396K Buy
2,849
+1,838
+182% +$285K ﹤0.01% 1221
2024
Q4 		$157K Buy
1,011
+234
+30% +$35.3K ﹤0.01% 1454
2024
Q3 		$95.2K Buy
777
+427
+122% +$49.9K ﹤0.01% 1422
2024
Q2 		$43.3K Buy
350
+263
+302% +$32.5K ﹤0.01% 1299
2024
Q1 		$11.2K Buy
87
+2
+2% +$233 ﹤0.01% 1043
2023
Q4 		$9.48K Buy
85
+64
+305% +$6.59K ﹤0.01% 689
2023
Q3 		$2.11K Buy
+21
New +$2.22K ﹤0.01% 569
2023
Q2 		– Sell
-32
Closed -$2.98K – 583
2023
Q1 		$2.98K Buy
32
+30
+1,500% +$3.18K ﹤0.01% 546
2022
Q4 		$0 Buy
+2
New +$224 ﹤0.01% 767
2022
Q3 		– Sell
-171
Closed -$15K – 701
2022
Q2 		$15K Buy
+171
New +$16.8K ﹤0.01% 439
2022
Q1 		– Sell
-128
Closed -$13K – 815
2021
Q4 		$13K Sell
128
-1
-0.8% -$99 ﹤0.01% 522
2021
Q3 		$12K Hold
129
– – ﹤0.01% 476
2021
Q2 		$11K Sell
129
-54
-30% -$4.7K ﹤0.01% 465
2021
Q1 		$15K Buy
183
+154
+531% +$11.5K ﹤0.01% 489
2020
Q4 		$2K Buy
+29
New +$1.66K ﹤0.01% 625

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

Jones Financial Companies's RJF Position: Q2 2026 in Review

Jones Financial Companies increased its Raymond James Financial (RJF) stake by 14% in Q2 2026, buying an estimated $5.41M and bringing the position to 294,566 shares worth $44.2M. The position accounts for 0.02% of the portfolio, ranked #442.

Jones Financial Companies first reported a position in RJF in Q4 2020 and has held it in 20 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Jones Financial Companies held 294,566 shares of Raymond James Financial worth $44.2M as of Q2 2026.
  • Jones Financial Companies bought 35,657 Raymond James Financial shares in Q2 2026, an estimated $5.41M.
  • Raymond James Financial made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #442 holding.
  • Jones Financial Companies first reported a position in Raymond James Financial in Q4 2020 and has held it in 20 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.