Marquette Asset Management’s Raymond James Financial RJF Stock Holding History

Marquette Asset 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	$2.13K	Hold	14	–	–	﹤0.01%	591
2026 Q1	$2.03K	Buy	+14	New	+$2.22K	﹤0.01%	538
2025 Q4	–	Sell	-17	Closed	-$2.94K	–	847
2025 Q3	$2.94K	Buy	+17	New	+$2.82K	﹤0.01%	435
2020 Q1	–	Sell	-966	Closed	-$58K	–	269
2019 Q4	$58K	Hold	966	–	–	0.02%	132
2019 Q3	$53K	Hold	966	–	–	0.02%	144
2019 Q2	$54K	Hold	966	–	–	0.02%	145
2019 Q1	$52K	Buy	+966	New	+$51.7K	0.02%	149

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

Marquette Asset Management's RJF Position: Q2 2026 in Review

Marquette Asset Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 14 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Marquette Asset Management first reported a position in RJF in Q1 2019 and has held it in 7 quarters since. The position peaked at $58K in Q4 2019. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Marquette Asset Management held 14 shares of Raymond James Financial worth $2.13K as of Q2 2026.
Marquette Asset Management left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #591 holding.
Marquette Asset Management first reported a position in Raymond James Financial in Q1 2019 and has held it in 7 quarters since.
Marquette Asset Management's Raymond James Financial position peaked at $58K in Q4 2019.
345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.