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Logan Capital Management’s Raymond James Financial RJF Stock Holding History

Logan Capital Management’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 		$2.7M Buy
+17,729
New +$2.69M 0.1% 156
2026
Q1 		– Sell
-29,332
Closed -$4.65M – 481
2025
Q4 		$4.71M Sell
29,332
-1,007
-3% -$163K 0.2% 121
2025
Q3 		$5.24M Buy
30,339
+732
+2% +$121K 0.22% 113
2025
Q2 		$4.54M Sell
29,607
-926
-3% -$133K 0.21% 117
2025
Q1 		$4.24M Sell
30,533
-2,387
-7% -$371K 0.19% 120
2024
Q4 		$5.11M Sell
32,920
-989
-3% -$149K 0.21% 108
2024
Q3 		$4.15M Sell
33,909
-16,590
-33% -$1.94M 0.17% 128
2024
Q2 		$6.24M Sell
50,499
-2,261
-4% -$279K 0.27% 98
2024
Q1 		$6.78M Buy
52,760
+3,463
+7% +$404K 0.29% 96
2023
Q4 		$5.5M Sell
49,297
-5,885
-11% -$606K 0.26% 105
2023
Q3 		$5.54M Sell
55,182
-3,760
-6% -$398K 0.28% 99
2023
Q2 		$6.12M Buy
58,942
+10,895
+23% +$1.01M 0.29% 94
2023
Q1 		$4.48M Buy
+48,047
New +$5.09M 0.22% 118

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

Logan Capital Management's RJF Position: Q2 2026 in Review

Logan Capital Management opened a new position in Raymond James Financial (RJF) in Q2 2026: 17,729 shares worth $2.7M. The stake represents 0.1% of the portfolio and ranks #156 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in RJF as recently as Q4 2025.

Logan Capital Management first reported a position in RJF in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.78M in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Logan Capital Management held 17,729 shares of Raymond James Financial worth $2.7M as of Q2 2026.
  • Raymond James Financial was a new Logan Capital Management position in Q2 2026.
  • Raymond James Financial made up 0.1% of Logan Capital Management's portfolio in Q2 2026, its #156 holding.
  • Logan Capital Management first reported a position in Raymond James Financial in Q1 2023 and has held it in 13 quarters since.
  • Logan Capital Management's Raymond James Financial position peaked at $6.78M in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.