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Laird Norton Wetherby Trust Company’s Raymond James Financial RJF Stock Holding History

Laird Norton Wetherby Trust Company’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 		$752K Buy
4,945
+17
+0.3% +$2.58K 0.01% 592
2026
Q1 		$714K Buy
4,928
+124
+3% +$19.7K 0.02% 581
2025
Q4 		$771K Buy
+4,804
New +$776K 0.02% 569

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

Laird Norton Wetherby Trust Company's RJF Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Raymond James Financial (RJF) stake by 0.34% in Q2 2026, buying an estimated $2.58K and bringing the position to 4,945 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #592.

Laird Norton Wetherby Trust Company first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $771K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 4,945 shares of Raymond James Financial worth $752K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 17 Raymond James Financial shares in Q2 2026, an estimated $2.58K.
  • Raymond James Financial made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #592 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Raymond James Financial position peaked at $771K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.