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 Q1	–	Sell	-5,800	Closed	-$620K	–	1232
2022 Q4	$620K	Hold	5,800	–	–	0.01%	528
2022 Q3	$685K	Buy	5,800 +100	+2%	+$10.1K	0.01%	459
2022 Q2	$509K	Hold	5,700	–	–	0.01%	539
2022 Q1	$626K	Hold	5,700	–	–	0.01%	532
2021 Q4	$572K	Buy	+5,700	New	+$563K	0.01%	569

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lido Advisors's RJF Position: Q1 2026 in Review

Lido Advisors increased its Raymond James Financial (RJF) stake by 16% in Q1 2026, buying an estimated $100K and bringing the position to 4,612 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Lido Advisors first reported a position in RJF in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.95M in Q3 2023. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Lido Advisors held 4,612 shares of Raymond James Financial worth $668K as of Q1 2026.
Lido Advisors bought 631 Raymond James Financial shares in Q1 2026, an estimated $100K.
Raymond James Financial made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1151 holding.
Lido Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 15 quarters since.
Lido Advisors's Raymond James Financial position peaked at $5.95M in Q3 2023.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.