&Partners’s Raymond James Financial RJF Stock Holding History

&Partners’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	$2.07M	Sell	13,582 -1,292	-9%	-$196K	0.01%	1013
2026 Q1	$2.14M	Sell	14,874 -136	-0.9%	-$21.6K	0.01%	867
2025 Q4	$2.39M	Buy	15,010 +350	+2%	+$56.5K	0.01%	783
2025 Q3	$2.53M	Buy	14,660 +555	+4%	+$92K	0.02%	660
2025 Q2	$2.17M	Buy	14,105 +2,580	+22%	+$369K	0.02%	632
2025 Q1	$1.6M	Buy	11,525 +33	+0.3%	+$5.12K	0.02%	627
2024 Q4	$1.81M	Buy	11,492 +2,459	+27%	+$371K	0.02%	535
2024 Q3	$1.11M	Buy	9,033 +6,490	+255%	+$758K	0.02%	540
2024 Q2	$314K	Buy	+2,543	New	+$314K	0.01%	693

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

&Partners's RJF Position: Q2 2026 in Review

&Partners reduced its Raymond James Financial (RJF) stake by 8.7% in Q2 2026, selling an estimated $196K and leaving 13,582 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #1013.

&Partners first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q3 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

&Partners held 13,582 shares of Raymond James Financial worth $2.07M as of Q2 2026.
&Partners sold 1,292 Raymond James Financial shares in Q2 2026, an estimated $196K.
Raymond James Financial made up 0.01% of &Partners's portfolio in Q2 2026, its #1013 holding.
&Partners first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
&Partners's Raymond James Financial position peaked at $2.53M in Q3 2025.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.