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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
2018
Q3 		– Sell
-4,500
Closed -$268K – 1998
2018
Q2 		$268K Buy
+4,500
New +$279K 0.02% 695

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Prelude Capital Management reduced its Raymond James Financial (RJF) stake by 15% in Q1 2026, selling an estimated $39.8K and leaving 1,469 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #880.

Prelude Capital Management first reported a position in RJF in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.8M in Q1 2022. 919 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Prelude Capital Management held 1,469 shares of Raymond James Financial worth $213K as of Q1 2026.
  • Prelude Capital Management sold 251 Raymond James Financial shares in Q1 2026, an estimated $39.8K.
  • Raymond James Financial made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #880 holding.
  • Prelude Capital Management first reported a position in Raymond James Financial in Q2 2017 and has held it in 14 quarters since.
  • Prelude Capital Management's Raymond James Financial position peaked at $2.8M in Q1 2022.
  • 919 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

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