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Ogorek Anthony Joseph’s Raymond James Financial RJF Stock Holding History

Ogorek Anthony Joseph’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 		$5K Hold
37
– – ﹤0.01% 506
2026
Q1 		$5K Sell
37
-1
-3% -$159 ﹤0.01% 497
2025
Q4 		$6K Hold
38
– – ﹤0.01% 465
2025
Q3 		$6K Buy
38
+1
+3% +$166 ﹤0.01% 474
2025
Q2 		$5K Buy
37
+10
+37% +$1.43K ﹤0.01% 483
2025
Q1 		$3K Buy
+27
New +$4.19K ﹤0.01% 530

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 $3.37T AUM 44.26% 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

Ogorek Anthony Joseph's RJF Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Raymond James Financial (RJF) position steady in Q2 2026 at 37 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Ogorek Anthony Joseph first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $6K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Ogorek Anthony Joseph held 37 shares of Raymond James Financial worth $5K as of Q2 2026.
  • Ogorek Anthony Joseph left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #506 holding.
  • Ogorek Anthony Joseph first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Raymond James Financial position peaked at $6K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.