Lido Advisors
RJF icon

Lido Advisors’s Raymond James Financial RJF Stock Holding History

Lido Advisors’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
2023
Q3 		– Sell
-5,800
Closed -$602K – 1290
2023
Q2 		$602K Buy
+5,800
New +$539K ﹤0.01% 678

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Wellington Management Group
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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

Lido Advisors's RJF Position: Q2 2026 in Review

Lido Advisors reduced its Raymond James Financial (RJF) stake by 16% in Q2 2026, selling an estimated $115K and leaving 3,857 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Lido Advisors first reported a position in RJF in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.95M in Q3 2023. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Lido Advisors held 3,857 shares of Raymond James Financial worth $586K as of Q2 2026.
  • Lido Advisors sold 755 Raymond James Financial shares in Q2 2026, an estimated $115K.
  • Raymond James Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1380 holding.
  • Lido Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 16 quarters since.
  • Lido Advisors's Raymond James Financial position peaked at $5.95M in Q3 2023.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.