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Millstone Evans Group’s Raymond James Financial RJF Stock Holding History

Millstone Evans Group’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 		$2.9M Sell
19,055
-284
-1% -$43.1K 1.57% 12
2026
Q1 		$2.8M Buy
19,339
+344
+2% +$54.6K 1.68% 10
2025
Q4 		$3.05M Sell
18,995
-496
-3% -$80.1K 1.79% 10
2025
Q3 		$3.36M Sell
19,491
-134
-0.7% -$22.2K 2.14% 7
2025
Q2 		$3.01M Sell
19,625
-38
-0.2% -$5.44K 2.05% 7
2025
Q1 		$2.73M Sell
19,663
-198
-1% -$30.7K 1.85% 10
2024
Q4 		$3.09M Buy
+19,861
New +$3M 2.1% 7

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

Millstone Evans Group's RJF Position: Q2 2026 in Review

Millstone Evans Group reduced its Raymond James Financial (RJF) stake by 1.5% in Q2 2026, selling an estimated $43.1K and leaving 19,055 shares worth $2.9M. The position accounts for 1.57% of the portfolio, ranked #12.

Millstone Evans Group first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Millstone Evans Group held 19,055 shares of Raymond James Financial worth $2.9M as of Q2 2026.
  • Millstone Evans Group sold 284 Raymond James Financial shares in Q2 2026, an estimated $43.1K.
  • Raymond James Financial made up 1.57% of Millstone Evans Group's portfolio in Q2 2026, its #12 holding.
  • Millstone Evans Group first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Raymond James Financial position peaked at $3.36M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.