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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
Q2 		$359K Buy
2,362
+135
+6% +$20.5K ﹤0.01% 1248
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 $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

Principal Securities's RJF Position: Q2 2026 in Review

Principal Securities increased its Raymond James Financial (RJF) stake by 6.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,362 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Principal Securities first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Principal Securities held 2,362 shares of Raymond James Financial worth $359K as of Q2 2026.
  • Principal Securities bought 135 Raymond James Financial shares in Q2 2026, an estimated $20.5K.
  • Raymond James Financial made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1248 holding.
  • Principal Securities first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.