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Machina Capital’s Raymond James Financial RJF Stock Holding History

Machina Capital’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
Q1 		– Sell
-5,995
Closed -$963K – 441
2025
Q4 		$963K Buy
+5,995
New +$968K 0.18% 182
2025
Q2 		– Sell
-7,568
Closed -$1.05M – 385
2025
Q1 		$1.05M Buy
+7,568
New +$1.17M 0.31% 119
2023
Q2 		– Sell
-3,309
Closed -$309K – 479
2023
Q1 		$309K Buy
+3,309
New +$351K 0.27% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Machina Capital's RJF Position: Q1 2026 in Review

Machina Capital sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 5,995 shares — an estimated $963K sold.

Machina Capital first reported a position in RJF in Q1 2023 and held it in 3 quarters. The position peaked at $1.05M in Q1 2025. 922 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Machina Capital reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Machina Capital sold 5,995 Raymond James Financial shares in Q1 2026, an estimated $963K.
  • Machina Capital first reported a position in Raymond James Financial in Q1 2023 and held it in 3 quarters.
  • Machina Capital's Raymond James Financial position peaked at $1.05M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.