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Leuthold Group’s Raymond James Financial RJF Stock Holding History

Leuthold Group’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 		$402K Hold
2,642
– – 0.04% 211
2026
Q1 		$383K Sell
2,642
-24,892
-90% -$3.95M 0.04% 183
2025
Q4 		$4.42M Buy
27,534
+79
+0.3% +$12.8K 0.48% 90
2025
Q3 		$4.74M Buy
27,455
+839
+3% +$139K 0.52% 74
2025
Q2 		$4.08M Sell
26,616
-392
-1% -$56.1K 0.49% 74
2025
Q1 		$3.75M Sell
27,008
-1,465
-5% -$227K 0.49% 79
2024
Q4 		$4.42M Buy
28,473
+25,594
+889% +$3.87M 0.53% 73
2024
Q3 		$353K Sell
2,879
-67
-2% -$7.83K 0.04% 154
2024
Q2 		$364K Buy
+2,946
New +$364K 0.04% 147
2023
Q4 		– Sell
-2,200
Closed -$221K – 188
2023
Q3 		$221K Sell
2,200
-45
-2% -$4.76K 0.03% 178
2023
Q2 		$233K Hold
2,245
– – 0.03% 186
2023
Q1 		$209K Sell
2,245
-158
-7% -$16.7K 0.03% 184
2022
Q4 		$257K Sell
2,403
-41,315
-95% -$4.64M 0.03% 179
2022
Q3 		$4.32M Sell
43,718
-531
-1% -$53.8K 0.65% 59
2022
Q2 		$3.96M Sell
44,249
-24,596
-36% -$2.41M 0.56% 69
2022
Q1 		$7.57M Sell
68,845
-241
-0.3% -$25.5K 0.97% 28
2021
Q4 		$6.94M Sell
69,086
-1,638
-2% -$162K 0.81% 37
2021
Q3 		$6.53M Buy
70,724
+188
+0.3% +$16.8K 0.8% 36
2021
Q2 		$6.11M Sell
70,536
-1,374
-2% -$120K 0.75% 42
2021
Q1 		$5.88M Sell
71,910
-6,851
-9% -$511K 0.74% 41
2020
Q4 		$5.02M Sell
78,761
-3,748
-5% -$215K 0.66% 53
2020
Q3 		$4M Sell
82,509
-651
-0.8% -$31.5K 0.55% 61
2020
Q2 		$3.82M Buy
83,160
+77,398
+1,343% +$3.49M 0.57% 67
2020
Q1 		$243K Sell
5,762
-538
-9% -$30.3K 0.04% 135
2019
Q4 		$376K Sell
6,300
-1,488
-19% -$85.9K 0.05% 134
2019
Q3 		$428K Buy
+7,788
New +$423K 0.06% 136

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

Leuthold Group's RJF Position: Q2 2026 in Review

Leuthold Group held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,642 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #211.

Leuthold Group first reported a position in RJF in Q3 2019 and has held it in 26 quarters since. The position peaked at $7.57M in Q1 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Leuthold Group held 2,642 shares of Raymond James Financial worth $402K as of Q2 2026.
  • Leuthold Group left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.04% of Leuthold Group's portfolio in Q2 2026, its #211 holding.
  • Leuthold Group first reported a position in Raymond James Financial in Q3 2019 and has held it in 26 quarters since.
  • Leuthold Group's Raymond James Financial position peaked at $7.57M in Q1 2022.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.