Mackenzie Financial
RJF icon

Mackenzie Financial’s Raymond James Financial RJF Stock Holding History

Mackenzie Financial’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 		$12.2M Buy
80,180
+37,210
+87% +$5.65M 0.01% 567
2026
Q1 		$6.22M Buy
42,970
+2,238
+5% +$355K 0.01% 614
2025
Q4 		$6.61M Buy
40,732
+10,010
+33% +$1.62M 0.01% 588
2025
Q3 		$5.3M Sell
30,722
-437
-1% -$72.4K 0.01% 625
2025
Q2 		$4.78M Buy
31,159
+2,982
+11% +$427K 0.01% 611
2025
Q1 		$3.91M Buy
28,177
+587
+2% +$91.1K 0.01% 626
2024
Q4 		$4.29M Buy
27,590
+4,309
+19% +$651K 0.01% 599
2024
Q3 		$2.85M Sell
23,281
-300
-1% -$35K ﹤0.01% 652
2024
Q2 		$2.91M Buy
23,581
+3,983
+20% +$492K ﹤0.01% 647
2024
Q1 		$2.52M Sell
19,598
-1,023
-5% -$119K ﹤0.01% 695
2023
Q4 		$2.3M Buy
20,621
+6,944
+51% +$715K ﹤0.01% 701
2023
Q3 		$1.32M Sell
13,677
-6,847
-33% -$724K ﹤0.01% 791
2023
Q2 		$2.13M Sell
20,524
-2,276
-10% -$211K ﹤0.01% 715
2023
Q1 		$2.13M Buy
22,800
+6,986
+44% +$740K ﹤0.01% 724
2022
Q4 		$1.69M Sell
15,814
-4,477
-22% -$502K ﹤0.01% 712
2022
Q3 		$2M Sell
20,291
-420
-2% -$42.5K ﹤0.01% 702
2022
Q2 		$1.85M Buy
20,711
+3,249
+19% +$318K ﹤0.01% 740
2022
Q1 		$1.92M Sell
17,462
-285
-2% -$30.2K ﹤0.01% 768
2021
Q4 		$1.78M Sell
17,747
-1,694
-9% -$167K ﹤0.01% 788
2021
Q3 		$1.79M Buy
19,441
+3,506
+22% +$314K ﹤0.01% 777
2021
Q2 		$1.38M Buy
15,935
+7,286
+84% +$634K ﹤0.01% 795
2021
Q1 		$707K Buy
8,649
+2,956
+52% +$220K ﹤0.01% 868
2020
Q4 		$363K Buy
5,693
+437
+8% +$25K ﹤0.01% 912
2020
Q3 		$255K Buy
+5,256
New +$254K ﹤0.01% 901
2019
Q2 		– Sell
-51,255
Closed -$2.75M – 1229
2019
Q1 		$2.75M Sell
51,255
-58,385
-53% -$3.13M 0.01% 703
2018
Q4 		$5.44M Buy
+109,640
New +$5.84M 0.01% 485
2018
Q1 		– Sell
-143,856
Closed -$8.56M – 957
2017
Q4 		$8.56M Buy
+143,856
New +$8.29M 0.02% 368

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

Mackenzie Financial's RJF Position: Q2 2026 in Review

Mackenzie Financial increased its Raymond James Financial (RJF) stake by 87% in Q2 2026, buying an estimated $5.65M and bringing the position to 80,180 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #567.

Mackenzie Financial first reported a position in RJF in Q4 2017 and has held it in 27 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Mackenzie Financial held 80,180 shares of Raymond James Financial worth $12.2M as of Q2 2026.
  • Mackenzie Financial bought 37,210 Raymond James Financial shares in Q2 2026, an estimated $5.65M.
  • Raymond James Financial made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #567 holding.
  • Mackenzie Financial first reported a position in Raymond James Financial in Q4 2017 and has held it in 27 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.