Old Peak Finance’s Raymond James Financial RJF Stock Holding History

Old Peak Finance’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 Q1	–	Sell	-1,938	Closed	-$311K	–	89
2025 Q4	$311K	Buy	+1,938	New	+$313K	0.19%	63

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Old Peak Finance's RJF Position: Q1 2026 in Review

Old Peak Finance sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,938 shares — an estimated $311K sold.

Old Peak Finance first reported a position in RJF in Q4 2025 and held it in 1 quarter. The position peaked at $311K in Q4 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Old Peak Finance reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
Old Peak Finance sold 1,938 Raymond James Financial shares in Q1 2026, an estimated $311K.
Old Peak Finance first reported a position in Raymond James Financial in Q4 2025 and held it in 1 quarter.
Old Peak Finance's Raymond James Financial position peaked at $311K in Q4 2025.
923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Old Peak Finance's 13F filing for Q1 2026, filed 24 Apr 2026.