Plato Investment Management’s Raymond James Financial RJF Stock Holding History

Plato Investment Management’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	$689K	Hold	4,559	–	–	0.04%	320
2026 Q1	$660K	Hold	4,559	–	–	0.04%	319
2025 Q4	$736K	Hold	4,559	–	–	0.05%	305
2025 Q3	$781K	Buy	4,559 +4,342	+2,001%	+$719K	0.05%	293
2025 Q2	$33.2K	Hold	217	–	–	﹤0.01%	459
2025 Q1	$30.5K	Sell	217 -19	-8%	-$2.95K	﹤0.01%	470
2024 Q4	$36.8K	Buy	236 +217	+1,142%	+$32.8K	﹤0.01%	512
2024 Q3	$2.32K	Hold	19	–	–	﹤0.01%	519
2024 Q2	$2.35K	Hold	19	–	–	﹤0.01%	469
2024 Q1	$2.44K	Hold	19	–	–	﹤0.01%	453
2023 Q4	$2.12K	Buy	+19	New	+$1.96K	﹤0.01%	408

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

Plato Investment Management's RJF Position: Q2 2026 in Review

Plato Investment Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 4,559 shares worth $689K. The position accounts for 0.04% of the portfolio, ranked #320.

Plato Investment Management first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $781K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Plato Investment Management held 4,559 shares of Raymond James Financial worth $689K as of Q2 2026.
Plato Investment Management left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #320 holding.
Plato Investment Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Raymond James Financial position peaked at $781K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.