LRI Investments’s Raymond James Financial RJF Stock Holding History

LRI Investments’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	$51.2K	Buy	+337	New	+$51.2K	﹤0.01%	553

Other funds holding RJF

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's RJF Position: Q2 2026 in Review

LRI Investments opened a new position in Raymond James Financial (RJF) in Q2 2026: 337 shares worth $51.2K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

LRI Investments held 337 shares of Raymond James Financial worth $51.2K as of Q2 2026.
Raymond James Financial was a new LRI Investments position in Q2 2026.
Raymond James Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #553 holding.
345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.