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Operose Advisors’s Raymond James Financial RJF Stock Holding History

Operose Advisors’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 		$41.2K Sell
271
-9
-3% -$1.37K 0.01% 329
2026
Q1 		$40.5K Sell
280
-20
-7% -$3.17K 0.01% 305
2025
Q4 		$48.2K Hold
300
– – 0.01% 288
2025
Q3 		$51.8K Hold
300
– – 0.01% 252
2025
Q2 		$46K Hold
300
– – 0.01% 233
2025
Q1 		$41.7K Hold
300
– – 0.01% 225
2024
Q4 		$46.6K Sell
300
-115
-28% -$17.4K 0.02% 213
2024
Q3 		$50.8K Hold
415
– – 0.02% 271
2024
Q2 		$51.3K Hold
415
– – 0.02% 235
2024
Q1 		$53.3K Hold
415
– – 0.02% 241
2023
Q4 		$46.3K Sell
415
-609
-59% -$62.7K 0.02% 229
2023
Q3 		$103K Buy
1,024
+724
+241% +$76.6K 0.04% 203
2023
Q2 		$31.1K Hold
300
– – 0.01% 194
2023
Q1 		$28K Hold
300
– – 0.01% 197
2022
Q4 		$32.1K Hold
300
– – 0.02% 187
2022
Q3 		$30K Hold
300
– – 0.02% 188
2022
Q2 		$27K Hold
300
– – 0.02% 180
2022
Q1 		$33K Hold
300
– – 0.02% 178
2021
Q4 		$30K Buy
+300
New +$29.7K 0.02% 171

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

Operose Advisors's RJF Position: Q2 2026 in Review

Operose Advisors reduced its Raymond James Financial (RJF) stake by 3.2% in Q2 2026, selling an estimated $1.37K and leaving 271 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #329.

Operose Advisors first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $103K in Q3 2023. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Operose Advisors held 271 shares of Raymond James Financial worth $41.2K as of Q2 2026.
  • Operose Advisors sold 9 Raymond James Financial shares in Q2 2026, an estimated $1.37K.
  • Raymond James Financial made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #329 holding.
  • Operose Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Raymond James Financial position peaked at $103K in Q3 2023.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.