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

Prelude 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
Q2 		$332K Buy
2,187
+718
+49% +$109K 0.02% 715
2026
Q1 		$213K Sell
1,469
-251
-15% -$39.8K 0.02% 880
2025
Q4 		$276K Buy
+1,720
New +$278K 0.02% 834
2025
Q2 		– Sell
-1,565
Closed -$217K – 1297
2025
Q1 		$217K Buy
1,565
+43
+3% +$6.67K 0.02% 891
2024
Q4 		$236K Buy
+1,522
New +$230K 0.01% 909
2023
Q2 		– Sell
-3,073
Closed -$287K – 1313
2023
Q1 		$287K Buy
+3,073
New +$326K 0.02% 662
2022
Q2 		– Sell
-25,441
Closed -$2.8M – 2020
2022
Q1 		$2.8M Buy
+25,441
New +$2.7M 0.08% 240
2020
Q4 		– Sell
-555
Closed -$27K – 1872
2020
Q3 		$27K Sell
555
-11,565
-95% -$560K ﹤0.01% 1280
2020
Q2 		$556K Buy
+12,120
New +$546K 0.03% 453
2019
Q2 		– Sell
-1,017
Closed -$55K – 2073
2019
Q1 		$55K Sell
1,017
-483
-32% -$25.9K ﹤0.01% 1094
2018
Q4 		$74K Sell
1,500
-1,080
-42% -$57.5K 0.01% 1014
2018
Q3 		$158K Buy
2,580
+81
+3% +$4.99K 0.01% 835
2018
Q2 		$149K Buy
+2,499
New +$155K 0.01% 818
2017
Q4 		– Sell
-90
Closed -$5K – 1658
2017
Q3 		$5K Sell
90
-206
-70% -$11.1K ﹤0.01% 1509
2017
Q2 		$16K Buy
+296
New +$14.9K ﹤0.01% 1313

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Prelude Capital Management's RJF Position: Q2 2026 in Review

Prelude Capital Management increased its Raymond James Financial (RJF) stake by 49% in Q2 2026, buying an estimated $109K and bringing the position to 2,187 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #715.

Prelude Capital Management first reported a position in RJF in Q2 2017 and has held it in 15 quarters since. The position peaked at $2.8M in Q1 2022. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Prelude Capital Management held 2,187 shares of Raymond James Financial worth $332K as of Q2 2026.
  • Prelude Capital Management bought 718 Raymond James Financial shares in Q2 2026, an estimated $109K.
  • Raymond James Financial made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #715 holding.
  • Prelude Capital Management first reported a position in Raymond James Financial in Q2 2017 and has held it in 15 quarters since.
  • Prelude Capital Management's Raymond James Financial position peaked at $2.8M in Q1 2022.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.