Nisa Investment Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8M | Buy |
108,969
+14,266
| +15% | +$2.26M | 0.06% | 196 |
|
|
2025
Q4 | $15.2M | Buy |
94,703
+1,096
| +1% | +$177K | 0.05% | 209 |
|
|
2025
Q3 | $16.2M | Buy |
93,607
+430
| +0.5% | +$71.3K | 0.06% | 196 |
|
|
2025
Q2 | $14.3M | Buy |
93,177
+418
| +0.5% | +$59.9K | 0.06% | 216 |
|
|
2025
Q1 | $12.9M | Buy |
92,759
+391
| +0.4% | +$60.7K | 0.06% | 230 |
|
|
2024
Q4 | $14.3M | Sell |
92,368
-454
| -0.5% | -$68.6K | 0.06% | 238 |
|
|
2024
Q3 | $11.4M | Buy |
92,822
+5,100
| +6% | +$596K | 0.07% | 263 |
|
|
2024
Q2 | $10.8M | Buy |
87,722
+45
| +0.1% | +$5.55K | 0.07% | 262 |
|
|
2024
Q1 | $11.3M | Sell |
87,677
-330
| -0.4% | -$38.5K | 0.07% | 250 |
|
|
2023
Q4 | $9.81M | Buy |
88,007
+386
| +0.4% | +$39.7K | 0.07% | 258 |
|
|
2023
Q3 | $8.8M | Sell |
87,621
-2,802
| -3% | -$296K | 0.07% | 278 |
|
|
2023
Q2 | $9.38M | Buy |
90,423
+708
| +0.8% | +$65.7K | 0.07% | 276 |
|
|
2023
Q1 | $8.37M | Sell |
89,715
-18,735
| -17% | -$1.98M | 0.07% | 292 |
|
|
2022
Q4 | $11.6M | Buy |
108,450
+6,366
| +6% | +$714K | 0.09% | 249 |
|
|
2022
Q3 | $10.2M | Buy |
102,084
+3,394
| +3% | +$344K | 0.09% | 242 |
|
|
2022
Q2 | $8.82M | Buy |
98,690
+6,167
| +7% | +$604K | 0.08% | 258 |
|
|
2022
Q1 | $10.2M | Sell |
92,523
-1,581
| -2% | -$167K | 0.07% | 266 |
|
|
2021
Q4 | $9.96M | Sell |
94,104
-22,428
| -19% | -$2.22M | 0.07% | 259 |
|
|
2021
Q3 | $10.8K | Sell |
116,532
-47,364
| -29% | -$4.24M | 0.07% | 272 |
|
|
2021
Q2 | $14.2K | Buy |
163,896
+52,543
| +47% | +$4.57M | 0.09% | 203 |
|
|
2021
Q1 | $9.1K | Hold |
111,353
| – | – | 0.06% | 287 |
|
|
2020
Q4 | $7.1M | Sell |
111,353
-345
| -0.3% | -$19.7K | 0.05% | 352 |
|
|
2020
Q3 | $5.42M | Sell |
111,698
-900
| -0.8% | -$43.6K | 0.04% | 353 |
|
|
2020
Q2 | $5.17M | Buy |
112,598
+3,728
| +3% | +$168K | 0.05% | 336 |
|
|
2020
Q1 | $4.59M | Buy |
108,870
+10,725
| +11% | +$605K | 0.05% | 318 |
|
|
2019
Q4 | $5.85M | Sell |
98,145
-1,125
| -1% | -$64.9K | 0.05% | 339 |
|
|
2019
Q3 | $5.46M | Sell |
99,270
-150
| -0.2% | -$8.15K | 0.05% | 358 |
|
|
2019
Q2 | $5.6M | Buy |
99,420
+300
| +0.3% | +$17.1K | 0.05% | 341 |
|
|
2019
Q1 | $5.31M | Sell |
99,120
-7,500
| -7% | -$402K | 0.05% | 348 |
|
|
2018
Q4 | $5.29M | Buy |
106,620
+1,050
| +1% | +$55.9K | 0.06% | 305 |
|
|
2018
Q3 | $6.48M | Hold |
105,570
| – | – | 0.06% | 314 |
|
|
2018
Q2 | $6.29M | Hold |
105,570
| – | – | 0.06% | 292 |
|
|
2018
Q1 | $6.29M | Hold |
105,570
| – | – | 0.07% | 283 |
|
|
2017
Q4 | $6.29M | Sell |
105,570
-75
| -0.1% | -$4.32K | 0.06% | 294 |
|
|
2017
Q3 | $5.94M | Hold |
105,645
| – | – | 0.07% | 291 |
|
|
2017
Q2 | $5.65M | Hold |
105,645
| – | – | 0.07% | 303 |
|
|
2017
Q1 | $5.37M | Hold |
105,645
| – | – | 0.06% | 314 |
|
|
2016
Q4 | $4.88M | Sell |
105,645
-150
| -0.1% | -$6.63K | 0.06% | 325 |
|
|
2016
Q3 | $4.11M | Hold |
105,795
| – | – | 0.05% | 349 |
|
|
2016
Q2 | $3.48M | Hold |
105,795
| – | – | 0.05% | 388 |
|
|
2016
Q1 | $3.36M | Sell |
105,795
-6,900
| -6% | -$212K | 0.05% | 386 |
|
|
2015
Q4 | $4.36M | Sell |
112,695
-150
| -0.1% | -$5.59K | 0.06% | 314 |
|
|
2015
Q3 | $3.73M | Hold |
112,845
| – | – | 0.06% | 345 |
|
|
2015
Q2 | $4.48M | Sell |
112,845
-300
| -0.3% | -$11.7K | 0.06% | 324 |
|
|
2015
Q1 | $4.28M | Buy |
113,145
+3,000
| +3% | +$112K | 0.06% | 336 |
|
|
2014
Q4 | $4.21M | Hold |
110,145
| – | – | 0.06% | 335 |
|
|
2014
Q3 | $3.93M | Sell |
110,145
-750
| -0.7% | -$26.2K | 0.06% | 334 |
|
|
2014
Q2 | $3.75M | Hold |
110,895
| – | – | 0.05% | 358 |
|
|
2014
Q1 | $4.13M | Buy |
110,895
+4,500
| +4% | +$157K | 0.06% | 326 |
|
|
2013
Q4 | $3.7M | Sell |
106,395
-3,000
| -3% | -$93K | 0.05% | 355 |
|
|
2013
Q3 | $3.04M | Hold |
109,395
| – | – | 0.05% | 395 |
|
|
2013
Q2 | $3.13M | Buy |
+109,395
| New | +$3.16M | 0.05% | 365 |
|
Other funds holding RJF
VCM
VPM
Nisa Investment Advisors's RJF Position: Q1 2026 in Review
Nisa Investment Advisors increased its Raymond James Financial (RJF) stake by 15% in Q1 2026, buying an estimated $2.26M and bringing the position to 108,969 shares worth $15.8M. The position accounts for 0.06% of the portfolio, ranked #196.
Nisa Investment Advisors first reported a position in RJF in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.2M in Q3 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.
- Nisa Investment Advisors held 108,969 shares of Raymond James Financial worth $15.8M as of Q1 2026.
- Nisa Investment Advisors bought 14,266 Raymond James Financial shares in Q1 2026, an estimated $2.26M.
- Raymond James Financial made up 0.06% of Nisa Investment Advisors's portfolio in Q1 2026, its #196 holding.
- Nisa Investment Advisors first reported a position in Raymond James Financial in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's Raymond James Financial position peaked at $16.2M in Q3 2025.
- 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.