&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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

&Partners's RJF Position: Q1 2026 in Review

&Partners reduced its Raymond James Financial (RJF) stake by 0.91% in Q1 2026, selling an estimated $21.6K and leaving 14,874 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #867.

&Partners first reported a position in RJF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

&Partners held 14,874 shares of Raymond James Financial worth $2.14M as of Q1 2026.
&Partners sold 136 Raymond James Financial shares in Q1 2026, an estimated $21.6K.
Raymond James Financial made up 0.01% of &Partners's portfolio in Q1 2026, its #867 holding.
&Partners first reported a position in Raymond James Financial in Q2 2024 and has held it in 8 quarters since.
&Partners's Raymond James Financial position peaked at $2.53M in Q3 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.