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Pine Valley Investments’s Raymond James Financial RJF Stock Holding History

Pine Valley Investments’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 		$238K Buy
1,568
+41
+3% +$6.22K 0.01% 538
2026
Q1 		$221K Sell
1,527
-337
-18% -$53.5K 0.01% 525
2025
Q4 		$299K Sell
1,864
-198
-10% -$32K 0.01% 444
2025
Q3 		$356K Sell
2,062
-711
-26% -$118K 0.02% 411
2025
Q2 		$425K Buy
2,773
+71
+3% +$10.2K 0.02% 367
2025
Q1 		$375K Buy
2,702
+41
+2% +$6.36K 0.02% 378
2024
Q4 		$413K Sell
2,661
-127
-5% -$19.2K 0.02% 364
2024
Q3 		$341K Buy
2,788
+439
+19% +$51.3K 0.02% 395
2024
Q2 		$290K Buy
2,349
+770
+49% +$95K 0.02% 394
2024
Q1 		$203K Buy
+1,579
New +$184K 0.01% 465
2023
Q3 		– Sell
-2,374
Closed -$247K – 492
2023
Q2 		$247K Buy
2,374
+55
+2% +$5.11K 0.02% 343
2023
Q1 		$200K Buy
+2,319
New +$246K 0.03% 280

Other funds holding RJF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pine Valley Investments's RJF Position: Q2 2026 in Review

Pine Valley Investments increased its Raymond James Financial (RJF) stake by 2.7% in Q2 2026, buying an estimated $6.22K and bringing the position to 1,568 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #538.

Pine Valley Investments first reported a position in RJF in Q1 2023 and has held it in 12 quarters since. The position peaked at $425K in Q2 2025. 412 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Pine Valley Investments held 1,568 shares of Raymond James Financial worth $238K as of Q2 2026.
  • Pine Valley Investments bought 41 Raymond James Financial shares in Q2 2026, an estimated $6.22K.
  • Raymond James Financial made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #538 holding.
  • Pine Valley Investments first reported a position in Raymond James Financial in Q1 2023 and has held it in 12 quarters since.
  • Pine Valley Investments's Raymond James Financial position peaked at $425K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.