PS
RJF icon

Principal Securities’s Raymond James Financial RJF Stock Holding History

Principal Securities’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 		$322K Buy
2,227
+721
+48% +$114K ﹤0.01% 1169
2025
Q4 		$242K Sell
1,506
-174
-10% -$28.1K ﹤0.01% 1234
2025
Q3 		$290K Sell
1,680
-55
-3% -$9.11K ﹤0.01% 1132
2025
Q2 		$266K Sell
1,735
-357
-17% -$51.1K 0.01% 1111
2025
Q1 		$325K Hold
2,092
– – 0.01% 937
2024
Q4 		$325K Buy
2,092
+142
+7% +$21.4K 0.01% 932
2024
Q3 		$239K Buy
1,950
+176
+10% +$20.6K 0.01% 1028
2024
Q2 		$219K Buy
1,774
+57
+3% +$7.04K 0.01% 1005
2024
Q1 		$220K Buy
1,717
+370
+27% +$43.1K 0.01% 972
2023
Q4 		$150K Buy
+1,347
New +$139K 0.01% 1021

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

Principal Securities's RJF Position: Q1 2026 in Review

Principal Securities increased its Raymond James Financial (RJF) stake by 48% in Q1 2026, buying an estimated $114K and bringing the position to 2,227 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Principal Securities first reported a position in RJF in Q4 2023 and has held it in 10 quarters since. The position peaked at $325K in Q1 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Principal Securities held 2,227 shares of Raymond James Financial worth $322K as of Q1 2026.
  • Principal Securities bought 721 Raymond James Financial shares in Q1 2026, an estimated $114K.
  • Raymond James Financial made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1169 holding.
  • Principal Securities first reported a position in Raymond James Financial in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Raymond James Financial position peaked at $325K in Q1 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.