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North Reef Capital Management’s Raymond James Financial RJF Stock Holding History

North Reef Capital 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 		– Sell
-159,162
Closed -$23M – 55
2026
Q1 		$23M Buy
+159,162
New +$25.2M 0.79% 28
2022
Q2 		– Sell
-30,000
Closed -$3.3M – 42
2022
Q1 		$3.3M Buy
+30,000
New +$3.18M 1.35% 19

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 $3.38T AUM 44.17% 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

North Reef Capital Management's RJF Position: Q2 2026 in Review

North Reef Capital Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 159,162 shares — an estimated $23M sold.

North Reef Capital Management first reported a position in RJF in Q1 2022 and held it in 2 quarters. The position peaked at $23M in Q1 2026. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • North Reef Capital Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • North Reef Capital Management sold 159,162 Raymond James Financial shares in Q2 2026, an estimated $23M.
  • North Reef Capital Management first reported a position in Raymond James Financial in Q1 2022 and held it in 2 quarters.
  • North Reef Capital Management's Raymond James Financial position peaked at $23M in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.