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Prana Capital Management’s Raymond James Financial RJF Stock Holding History

Prana Capital 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
Q1 		$52M Buy
359,339
+126,580
+54% +$20.1M 1.58% 18
2025
Q4 		$37.4M Buy
+232,759
New +$37.6M 1.36% 24
2023
Q2 		– Sell
-16,525
Closed -$1.54M – 103
2023
Q1 		$1.54M Buy
+16,525
New +$1.75M 0.13% 68
2022
Q4 		– Sell
-200,964
Closed -$19.9M – 114
2022
Q3 		$19.9M Sell
200,964
-73,139
-27% -$7.41M 1.35% 29
2022
Q2 		$24.5M Sell
274,103
-116,733
-30% -$11.4M 1.86% 20
2022
Q1 		$43M Sell
390,836
-101,297
-21% -$10.7M 3.42% 9
2021
Q4 		$49.4M Buy
492,133
+211,073
+75% +$20.9M 3.9% 7
2021
Q3 		$25.9M Buy
281,060
+110,936
+65% +$9.94M 2.28% 17
2021
Q2 		$14.7M Buy
170,124
+36,244
+27% +$3.16M 1% 33
2021
Q1 		$10.9M Buy
133,880
+58,016
+76% +$4.32M 0.89% 36
2020
Q4 		$4.84M Buy
+75,864
New +$4.34M 0.63% 35
2020
Q1 		– Sell
-299,967
Closed -$17.9M – 67
2019
Q4 		$17.9M Sell
299,967
-60,899
-17% -$3.52M 2.62% 18
2019
Q3 		$19.8M Buy
360,866
+244,584
+210% +$13.3M 3.57% 8
2019
Q2 		$6.55M Buy
+116,282
New +$6.63M 1.18% 26
2018
Q2 		– Sell
-29,172
Closed -$1.74M – 54
2018
Q1 		$1.74M Sell
29,172
-246,773
-89% -$15.4M 0.51% 40
2017
Q4 		$16.4M Buy
+275,945
New +$15.9M 5.6% 8

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Prana Capital Management's RJF Position: Q1 2026 in Review

Prana Capital Management increased its Raymond James Financial (RJF) stake by 54% in Q1 2026, buying an estimated $20.1M and bringing the position to 359,339 shares worth $52M. The position accounts for 1.58% of the portfolio, ranked #18.

Prana Capital Management first reported a position in RJF in Q4 2017 and has held it in 16 quarters since. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Prana Capital Management held 359,339 shares of Raymond James Financial worth $52M as of Q1 2026.
  • Prana Capital Management bought 126,580 Raymond James Financial shares in Q1 2026, an estimated $20.1M.
  • Raymond James Financial made up 1.58% of Prana Capital Management's portfolio in Q1 2026, its #18 holding.
  • Prana Capital Management first reported a position in Raymond James Financial in Q4 2017 and has held it in 16 quarters since.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Prana Capital Management's 13F filing for Q1 2026, filed 15 May 2026.