Marshall Wace
RJF icon

Marshall Wace’s Raymond James Financial RJF Stock Holding History

Marshall Wace’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
-145,719
Closed -$23.4M – 3615
2025
Q4 		$23.4M Buy
145,719
+75,833
+109% +$12.2M 0.02% 581
2025
Q3 		$12.1M Sell
69,886
-368,327
-84% -$61M 0.01% 855
2025
Q2 		$67.2M Buy
438,213
+390,821
+825% +$56M 0.08% 238
2025
Q1 		$6.58M Sell
47,392
-23,866
-33% -$3.7M 0.01% 943
2024
Q4 		$11.1M Sell
71,258
-302,354
-81% -$45.7M 0.01% 762
2024
Q3 		$45.8M Sell
373,612
-608,044
-62% -$71M 0.06% 301
2024
Q2 		$121M Sell
981,656
-456,322
-32% -$56.3M 0.16% 114
2024
Q1 		$185M Sell
1,437,978
-455,696
-24% -$53.1M 0.28% 60
2023
Q4 		$211M Buy
1,893,674
+641,784
+51% +$66.1M 0.36% 43
2023
Q3 		$126M Buy
1,251,890
+849,060
+211% +$89.8M 0.25% 74
2023
Q2 		$41.8M Buy
+402,830
New +$37.4M 0.08% 264
2022
Q4 		– Sell
-68,552
Closed -$6.78M – 3346
2022
Q3 		$6.78M Sell
68,552
-361,217
-84% -$36.6M 0.01% 1161
2022
Q2 		$38.4M Sell
429,769
-860,594
-67% -$84.3M 0.08% 265
2022
Q1 		$142M Buy
1,290,363
+97,168
+8% +$10.3M 0.27% 68
2021
Q4 		$120M Buy
1,193,195
+1,188,352
+24,538% +$117M 0.22% 85
2021
Q3 		$447K Sell
4,843
-6,755
-58% -$605K ﹤0.01% 2442
2021
Q2 		$1M Buy
+11,598
New +$1.01M ﹤0.01% 1803
2020
Q4 		– Sell
-15,530
Closed -$753K – 2126
2020
Q3 		$753K Sell
15,530
-5,896
-28% -$285K ﹤0.01% 1115
2020
Q2 		$983K Sell
21,426
-115,394
-84% -$5.2M 0.01% 996
2020
Q1 		$5.76M Buy
136,820
+126,981
+1,291% +$7.16M 0.06% 347
2019
Q4 		$587K Sell
9,839
-279,936
-97% -$16.2M ﹤0.01% 1119
2019
Q3 		$15.9M Sell
289,775
-396,783
-58% -$21.6M 0.13% 193
2019
Q2 		$38.7M Buy
+686,558
New +$39.1M 0.32% 54
2018
Q3 		– Sell
-167,840
Closed -$10M – 1264
2018
Q2 		$10M Buy
+167,840
New +$10.4M 0.15% 183

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Marshall Wace's RJF Position: Q1 2026 in Review

Marshall Wace sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 145,719 shares — an estimated $23.4M sold.

Marshall Wace first reported a position in RJF in Q2 2018 and held it in 24 quarters. The position peaked at $211M in Q4 2023. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Marshall Wace reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 145,719 Raymond James Financial shares in Q1 2026, an estimated $23.4M.
  • Marshall Wace first reported a position in Raymond James Financial in Q2 2018 and held it in 24 quarters.
  • Marshall Wace's Raymond James Financial position peaked at $211M in Q4 2023.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.