NAM
RJF icon

NorthCrest Asset Manangement’s Raymond James Financial RJF Stock Holding History

NorthCrest Asset Manangement’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
Q3 		$951K Buy
5,996
+1,209
+25% +$207K 0.02% 421
2026
Q2 		$808K Buy
4,787
+639
+15% +$97K 0.02% 428
2026
Q1 		$590K Sell
4,148
-2,308
-36% -$366K 0.02% 429
2025
Q4 		$1.08M Buy
6,456
+129
+2% +$20.8K 0.02% 365
2025
Q3 		$1.05M Buy
6,327
+18
+0.3% +$2.98K 0.03% 337
2025
Q2 		$1.01M Sell
6,309
-21
-0.3% -$3.01K 0.03% 305
2025
Q1 		$879K Buy
6,330
+153
+2% +$23.8K 0.03% 320
2024
Q4 		$959K Buy
6,177
+18
+0.3% +$2.72K 0.03% 300
2024
Q3 		$754K Buy
6,159
+54
+0.9% +$6.31K 0.02% 338
2024
Q2 		$755K Hold
6,105
– – 0.03% 311
2024
Q1 		$784K Sell
6,105
-355
-5% -$41.4K 0.03% 304
2023
Q4 		$720K Sell
6,460
-50
-0.8% -$5.15K 0.03% 312
2023
Q3 		$654K Hold
6,510
– – 0.03% 308
2023
Q2 		$676K Hold
6,510
– – 0.03% 311
2023
Q1 		$607K Hold
6,510
– – 0.03% 329
2022
Q4 		$696K Hold
6,510
– – 0.04% 231
2022
Q3 		$643K Hold
6,510
– – 0.03% 261
2022
Q2 		$582K Hold
6,510
– – 0.03% 287
2022
Q1 		$716K Buy
6,510
+180
+3% +$19.1K 0.03% 246
2021
Q4 		$636K Buy
+6,330
New +$626K 0.03% 282

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NorthCrest Asset Manangement's RJF Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its Raymond James Financial (RJF) stake by 25% in Q3 2026, buying an estimated $207K and bringing the position to 5,996 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #421.

NorthCrest Asset Manangement first reported a position in RJF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2025. 58 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • NorthCrest Asset Manangement held 5,996 shares of Raymond James Financial worth $951K as of Q3 2026.
  • NorthCrest Asset Manangement bought 1,209 Raymond James Financial shares in Q3 2026, an estimated $207K.
  • Raymond James Financial made up 0.02% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #421 holding.
  • NorthCrest Asset Manangement first reported a position in Raymond James Financial in Q4 2021 and has held it in 20 quarters since.
  • NorthCrest Asset Manangement's Raymond James Financial position peaked at $1.08M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.