Pinnacle Associates’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Sell |
98,433
-4,874
| -5% | -$740K | 0.16% | 132 |
|
|
2026
Q1 | $15M | Sell |
103,307
-12,523
| -11% | -$1.99M | 0.19% | 119 |
|
|
2025
Q4 | $18.6M | Sell |
115,830
-7,745
| -6% | -$1.25M | 0.24% | 96 |
|
|
2025
Q3 | $21.3M | Sell |
123,575
-10,211
| -8% | -$1.69M | 0.28% | 90 |
|
|
2025
Q2 | $20.5M | Sell |
133,786
-45,706
| -25% | -$6.54M | 0.3% | 79 |
|
|
2025
Q1 | $24.9M | Sell |
179,492
-6,193
| -3% | -$961K | 0.37% | 65 |
|
|
2024
Q4 | $28.8M | Sell |
185,685
-40,657
| -18% | -$6.14M | 0.39% | 57 |
|
|
2024
Q3 | $25.2M | Buy |
226,342
+4,752
| +2% | +$555K | 0.43% | 57 |
|
|
2024
Q2 | $27.4M | Sell |
221,590
-4,607
| -2% | -$569K | 0.43% | 55 |
|
|
2024
Q1 | $29M | Sell |
226,197
-145
| -0.1% | -$16.9K | 0.46% | 52 |
|
|
2023
Q4 | $25.2M | Sell |
226,342
-2,313
| -1% | -$238K | 0.42% | 58 |
|
|
2023
Q3 | $23M | Sell |
228,655
-12,250
| -5% | -$1.3M | 0.43% | 65 |
|
|
2023
Q2 | $25M | Sell |
240,905
-10,088
| -4% | -$937K | 0.43% | 61 |
|
|
2023
Q1 | $23.4M | Sell |
250,993
-2,261
| -0.9% | -$240K | 0.48% | 55 |
|
|
2022
Q4 | $27.1M | Sell |
253,254
-4,292
| -2% | -$482K | 0.59% | 43 |
|
|
2022
Q3 | $25.5M | Sell |
257,546
-9,383
| -4% | -$950K | 0.58% | 39 |
|
|
2022
Q2 | $23.9M | Buy |
266,929
+34
| +0% | +$3.33K | 0.52% | 49 |
|
|
2022
Q1 | $29.3M | Sell |
266,895
-10,964
| -4% | -$1.16M | 0.52% | 52 |
|
|
2021
Q4 | $27.9M | Sell |
277,859
-1,843
| -0.7% | -$182K | 0.48% | 54 |
|
|
2021
Q3 | $25.8M | Sell |
279,702
-10,257
| -4% | -$919K | 0.48% | 53 |
|
|
2021
Q2 | $25.1M | Buy |
289,959
+3,784
| +1% | +$329K | 0.45% | 64 |
|
|
2021
Q1 | $23.4M | Sell |
286,175
-32,698
| -10% | -$2.44M | 0.45% | 67 |
|
|
2020
Q4 | $20.3M | Sell |
318,873
-28,244
| -8% | -$1.62M | 0.41% | 70 |
|
|
2020
Q3 | $16.8M | Sell |
347,117
-15,907
| -4% | -$770K | 0.4% | 70 |
|
|
2020
Q2 | $16.7M | Sell |
363,024
-4,088
| -1% | -$184K | 0.41% | 67 |
|
|
2020
Q1 | $15.5M | Sell |
367,112
-90,084
| -20% | -$5.08M | 0.47% | 63 |
|
|
2019
Q4 | $27.3M | Sell |
457,196
-38,248
| -8% | -$2.21M | 0.6% | 47 |
|
|
2019
Q3 | $27.2M | Sell |
495,444
-24,333
| -5% | -$1.32M | 0.64% | 41 |
|
|
2019
Q2 | $29.3M | Sell |
519,777
-49,332
| -9% | -$2.81M | 0.69% | 40 |
|
|
2019
Q1 | $30.5M | Sell |
569,109
-13,673
| -2% | -$732K | 0.69% | 39 |
|
|
2018
Q4 | $28.9M | Sell |
582,782
-25,038
| -4% | -$1.33M | 0.75% | 34 |
|
|
2018
Q3 | $37.3M | Sell |
607,820
-96,900
| -14% | -$5.97M | 0.77% | 30 |
|
|
2018
Q2 | $42M | Sell |
704,720
-119,799
| -15% | -$7.43M | 0.86% | 23 |
|
|
2018
Q1 | $49.1M | Sell |
824,519
-34,879
| -4% | -$2.17M | 0.96% | 20 |
|
|
2017
Q4 | $51.2M | Sell |
859,398
-66,539
| -7% | -$3.83M | 0.98% | 17 |
|
|
2017
Q3 | $52.1M | Sell |
925,937
-23,668
| -2% | -$1.28M | 0.96% | 18 |
|
|
2017
Q2 | $50.8M | Sell |
949,605
-33,896
| -3% | -$1.71M | 0.98% | 21 |
|
|
2017
Q1 | $50M | Sell |
983,501
-44,443
| -4% | -$2.26M | 0.95% | 21 |
|
|
2016
Q4 | $47.5M | Sell |
1,027,944
-58,851
| -5% | -$2.6M | 0.96% | 22 |
|
|
2016
Q3 | $42.2M | Sell |
1,086,795
-21,720
| -2% | -$800K | 0.85% | 26 |
|
|
2016
Q2 | $36.4M | Sell |
1,108,515
-11,429
| -1% | -$391K | 0.79% | 28 |
|
|
2016
Q1 | $35.5M | Buy |
1,119,944
+6,020
| +0.5% | +$185K | 0.76% | 32 |
|
|
2015
Q4 | $43M | Sell |
1,113,924
-59,060
| -5% | -$2.2M | 0.9% | 23 |
|
|
2015
Q3 | $38.8M | Buy |
1,172,984
+226,035
| +24% | +$8.38M | 0.86% | 26 |
|
|
2015
Q2 | $37.6M | Sell |
946,949
-33,570
| -3% | -$1.3M | 0.7% | 34 |
|
|
2015
Q1 | $37.1M | Sell |
980,519
-3,601
| -0.4% | -$135K | 0.69% | 33 |
|
|
2014
Q4 | $37.6M | Buy |
984,120
+45,579
| +5% | +$1.67M | 0.74% | 31 |
|
|
2014
Q3 | $33.5M | Sell |
938,541
-37,361
| -4% | -$1.31M | 0.68% | 37 |
|
|
2014
Q2 | $33M | Sell |
975,902
-55,021
| -5% | -$1.84M | 0.64% | 41 |
|
|
2014
Q1 | $38.4M | Sell |
1,030,923
-48,353
| -4% | -$1.69M | 0.75% | 35 |
|
|
2013
Q4 | $37.6M | Sell |
1,079,276
-27,570
| -2% | -$854K | 0.73% | 34 |
|
|
2013
Q3 | $30.7M | Sell |
1,106,846
-19,846
| -2% | -$573K | 0.64% | 38 |
|
|
2013
Q2 | $32.3M | Buy |
+1,126,692
| New | +$32.6M | 0.73% | 36 |
|
Other funds holding RJF
Pinnacle Associates's RJF Position: Q2 2026 in Review
Pinnacle Associates reduced its Raymond James Financial (RJF) stake by 4.7% in Q2 2026, selling an estimated $740K and leaving 98,433 shares worth $15M. The position accounts for 0.16% of the portfolio, ranked #132.
Pinnacle Associates first reported a position in RJF in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.1M in Q3 2017. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Pinnacle Associates held 98,433 shares of Raymond James Financial worth $15M as of Q2 2026.
- Pinnacle Associates sold 4,874 Raymond James Financial shares in Q2 2026, an estimated $740K.
- Raymond James Financial made up 0.16% of Pinnacle Associates's portfolio in Q2 2026, its #132 holding.
- Pinnacle Associates first reported a position in Raymond James Financial in Q2 2013 and has held it in 53 quarters since.
- Pinnacle Associates's Raymond James Financial position peaked at $52.1M in Q3 2017.
- 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.