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Klein Pavlis & Peasley Financial’s Raymond James Financial RJF Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.3M Buy
8,543
+1,303
+18% +$198K 0.68% 51
2026
Q1 		$1.05M Buy
7,240
+408
+6% +$64.7K 0.58% 56
2025
Q4 		$1.1M Buy
+6,832
New +$1.1M 0.65% 52

Other funds holding RJF

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Klein Pavlis & Peasley Financial's RJF Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Raymond James Financial (RJF) stake by 18% in Q2 2026, buying an estimated $198K and bringing the position to 8,543 shares worth $1.3M. The position accounts for 0.68% of the portfolio, ranked #51.

Klein Pavlis & Peasley Financial first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 8,543 shares of Raymond James Financial worth $1.3M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 1,303 Raymond James Financial shares in Q2 2026, an estimated $198K.
  • Raymond James Financial made up 0.68% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #51 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.