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Joseph Group Capital Management’s Raymond James Financial RJF Stock Holding History

Joseph Group Capital Management’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 		– Sell
-68
Closed -$9.85K – 412
2026
Q1 		$9.85K Buy
+68
New +$10.8K ﹤0.01% 276

Other funds holding RJF

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Vanguard Capital Management
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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 $3.38T AUM 44.17% 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

Joseph Group Capital Management's RJF Position: Q2 2026 in Review

Joseph Group Capital Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 68 shares — an estimated $9.85K sold.

Joseph Group Capital Management first reported a position in RJF in Q1 2026 and held it in 1 quarter. The position peaked at $9.85K in Q1 2026. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Joseph Group Capital Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 68 Raymond James Financial shares in Q2 2026, an estimated $9.85K.
  • Joseph Group Capital Management first reported a position in Raymond James Financial in Q1 2026 and held it in 1 quarter.
  • Joseph Group Capital Management's Raymond James Financial position peaked at $9.85K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.