North Star Investment Management’s Raymond James Financial RJF Stock Holding History

North Star 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 Q2	$1.82K	Sell	12 -10	-45%	-$1.52K	﹤0.01%	1434
2026 Q1	$3.19K	Buy	+22	New	+$3.49K	﹤0.01%	1319
2025 Q1	–	Sell	-32	Closed	-$4.97K	–	1236
2024 Q4	$4.97K	Buy	+32	New	+$4.83K	﹤0.01%	1002
2020 Q1	–	Sell	-1,215	Closed	-$72K	–	1053
2019 Q4	$72K	Hold	1,215	–	–	0.01%	494
2019 Q3	$67K	Buy	+1,215	New	+$66K	0.01%	493
2014 Q2	–	Sell	-150	Closed	-$6K	–	700
2014 Q1	$6K	Buy	+150	New	+$5.24K	﹤0.01%	581

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

North Star Investment Management's RJF Position: Q2 2026 in Review

North Star Investment Management reduced its Raymond James Financial (RJF) stake by 45% in Q2 2026, selling an estimated $1.52K and leaving 12 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

North Star Investment Management first reported a position in RJF in Q1 2014 and has held it in 6 quarters since. The position peaked at $72K in Q4 2019. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

North Star Investment Management held 12 shares of Raymond James Financial worth $1.82K as of Q2 2026.
North Star Investment Management sold 10 Raymond James Financial shares in Q2 2026, an estimated $1.52K.
Raymond James Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1434 holding.
North Star Investment Management first reported a position in Raymond James Financial in Q1 2014 and has held it in 6 quarters since.
North Star Investment Management's Raymond James Financial position peaked at $72K in Q4 2019.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.