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New York Life Investment Management’s Raymond James Financial RJF Stock Holding History

New York Life Investment 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
Q1 		$3.79M Buy
26,158
+433
+2% +$68.7K 0.03% 393
2025
Q4 		$4.13M Sell
25,725
-272
-1% -$43.9K 0.04% 353
2025
Q3 		$4.49M Sell
25,997
-1,299
-5% -$215K 0.04% 358
2025
Q2 		$4.19M Sell
27,296
-45
-0.2% -$6.44K 0.04% 364
2025
Q1 		$3.8M Buy
27,341
+10
+0% +$1.55K 0.04% 378
2024
Q4 		$4.25M Sell
27,331
-253
-0.9% -$38.2K 0.04% 361
2024
Q3 		$3.38M Sell
27,584
-1,017
-4% -$119K 0.03% 436
2024
Q2 		$3.54M Sell
28,601
-719
-2% -$88.7K 0.04% 417
2024
Q1 		$3.77M Sell
29,320
-886
-3% -$103K 0.04% 401
2023
Q4 		$3.37M Buy
30,206
+142
+0.5% +$14.6K 0.03% 406
2023
Q3 		$3.02M Sell
30,064
-596
-2% -$63.1K 0.03% 404
2023
Q2 		$3.18M Sell
30,660
-693
-2% -$64.3K 0.03% 399
2023
Q1 		$2.92M Buy
31,353
+162
+0.5% +$17.2K 0.03% 424
2022
Q4 		$3.33M Sell
31,191
-61
-0.2% -$6.85K 0.04% 405
2022
Q3 		$3.09M Sell
31,252
-155
-0.5% -$15.7K 0.04% 414
2022
Q2 		$2.81M Buy
+31,407
New +$3.08M 0.03% 424

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

New York Life Investment Management's RJF Position: Q1 2026 in Review

New York Life Investment Management increased its Raymond James Financial (RJF) stake by 1.7% in Q1 2026, buying an estimated $68.7K and bringing the position to 26,158 shares worth $3.79M. The position accounts for 0.03% of the portfolio, ranked #393.

New York Life Investment Management first reported a position in RJF in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.49M in Q3 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • New York Life Investment Management held 26,158 shares of Raymond James Financial worth $3.79M as of Q1 2026.
  • New York Life Investment Management bought 433 Raymond James Financial shares in Q1 2026, an estimated $68.7K.
  • Raymond James Financial made up 0.03% of New York Life Investment Management's portfolio in Q1 2026, its #393 holding.
  • New York Life Investment Management first reported a position in Raymond James Financial in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Raymond James Financial position peaked at $4.49M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.