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Principal Street Partners’s Raymond James Financial RJF Stock Holding History

Principal Street Partners’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 		$719K Buy
4,730
+32
+0.7% +$4.86K 0.11% 118
2026
Q1 		$680K Buy
4,698
+288
+7% +$45.7K 0.11% 116
2025
Q4 		$708K Sell
4,410
-58
-1% -$9.37K 0.12% 106
2025
Q3 		$771K Sell
4,468
-203
-4% -$33.6K 0.12% 101
2025
Q2 		$716K Sell
4,671
-182
-4% -$26.1K 0.07% 155
2025
Q1 		$674K Buy
4,853
+34
+0.7% +$5.28K 0.13% 104
2024
Q4 		$749K Sell
4,819
-453
-9% -$68.4K 0.15% 96
2024
Q3 		$646K Hold
5,272
– – 0.11% 117
2024
Q2 		$652K Sell
5,272
-147
-3% -$18.1K 0.12% 106
2024
Q1 		$695K Buy
5,419
+672
+14% +$78.3K 0.13% 105
2023
Q4 		$529K Sell
4,747
-81
-2% -$8.34K 0.13% 111
2023
Q3 		$485K Buy
4,828
+53
+1% +$5.61K 0.1% 153
2023
Q2 		$496K Buy
4,775
+578
+14% +$53.7K 0.12% 122
2023
Q1 		$392K Sell
4,197
-1,867
-31% -$198K 0.1% 145
2022
Q4 		$648K Sell
6,064
-652
-10% -$73.2K 0.16% 93
2022
Q3 		$664K Buy
6,716
+236
+4% +$23.9K 0.18% 100
2022
Q2 		$579K Sell
6,480
-803
-11% -$78.7K 0.15% 111
2022
Q1 		$801K Buy
7,283
+436
+6% +$46.2K 0.18% 93
2021
Q4 		$687K Sell
6,847
-1,677
-20% -$166K 0.17% 114
2021
Q3 		$787K Sell
8,524
-845
-9% -$75.7K 0.21% 80
2021
Q2 		$811K Sell
9,369
-10,350
-52% -$901K 0.21% 93
2021
Q1 		$1.61M Buy
19,719
+10,999
+126% +$820K 0.21% 90
2020
Q4 		$556K Sell
8,720
-567
-6% -$32.5K 0.17% 103
2020
Q3 		$450K Hold
9,287
– – 0.16% 97
2020
Q2 		$426K Hold
9,287
– – 0.16% 88
2020
Q1 		$391K Buy
9,287
+470
+5% +$26.5K 0.16% 95
2019
Q4 		$526K Sell
8,817
-216
-2% -$12.5K 0.12% 134
2019
Q3 		$497K Hold
9,033
– – 0.12% 112
2019
Q2 		$511K Buy
+9,033
New +$515K 0.28% 95

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 Street Partners's RJF Position: Q2 2026 in Review

Principal Street Partners increased its Raymond James Financial (RJF) stake by 0.68% in Q2 2026, buying an estimated $4.86K and bringing the position to 4,730 shares worth $719K. The position accounts for 0.11% of the portfolio, ranked #118.

Principal Street Partners first reported a position in RJF in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.61M in Q1 2021. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Principal Street Partners held 4,730 shares of Raymond James Financial worth $719K as of Q2 2026.
  • Principal Street Partners bought 32 Raymond James Financial shares in Q2 2026, an estimated $4.86K.
  • Raymond James Financial made up 0.11% of Principal Street Partners's portfolio in Q2 2026, its #118 holding.
  • Principal Street Partners first reported a position in Raymond James Financial in Q2 2019 and has held it in 29 quarters since.
  • Principal Street Partners's Raymond James Financial position peaked at $1.61M in Q1 2021.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.