Kovitz Investment Group Partners’s Raymond James Financial RJF Stock Holding History

Kovitz Investment Group Partners’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	-11,917	Closed	-$1.73M	–	513
2026 Q1	$1.73M	Sell	11,917 -451	-4%	-$71.5K	0.04%	252
2025 Q4	$1.99M	Sell	12,368 -1,260	-9%	-$203K	0.04%	235
2025 Q3	$2.35M	Sell	13,628 -764	-5%	-$127K	0.01%	614
2025 Q2	$2.21M	Buy	14,392 +2,093	+17%	+$300K	0.01%	612
2025 Q1	$1.71M	Buy	12,299 +6,625	+117%	+$1.03M	0.01%	615
2024 Q4	$882K	Buy	5,674 +147	+3%	+$22.2K	﹤0.01%	743
2024 Q3	$356K	Sell	5,527 -6,091	-52%	-$711K	﹤0.01%	829
2024 Q2	$1.44M	Buy	11,618 +1,450	+14%	+$179K	0.01%	477
2024 Q1	$1.31M	Buy	+10,168	New	+$1.18M	0.02%	364

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kovitz Investment Group Partners's RJF Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 11,917 shares — an estimated $1.73M sold.

Kovitz Investment Group Partners first reported a position in RJF in Q1 2024 and held it in 9 quarters. The position peaked at $2.35M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Kovitz Investment Group Partners reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 11,917 Raymond James Financial shares in Q2 2026, an estimated $1.73M.
Kovitz Investment Group Partners first reported a position in Raymond James Financial in Q1 2024 and held it in 9 quarters.
Kovitz Investment Group Partners's Raymond James Financial position peaked at $2.35M in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.