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Rakuten Investment Management’s Raymond James Financial RJF Stock Holding History

Rakuten Investment 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 		$4.26M Buy
28,595
+1,954
+7% +$297K 0.01% 312
2026
Q1 		$3.75M Buy
26,641
+2,892
+12% +$459K 0.01% 303
2025
Q4 		$3.9M Sell
23,749
-45,445
-66% -$7.34M 0.01% 313
2025
Q3 		$16.9M Buy
+69,194
New +$11.5M 0.06% 91
2025
Q1 		$2.38M Buy
+17,135
New +$2.66M 0.01% 339
2024
Q3 		$1.31M Buy
10,714
+2,606
+32% +$304K 0.01% 298
2024
Q2 		$986K Buy
8,108
+2,952
+57% +$364K 0.01% 288
2024
Q1 		$662K Buy
5,156
+4,684
+992% +$546K ﹤0.01% 277
2023
Q4 		$53.2K Buy
+472
New +$48.6K ﹤0.01% 277

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

Rakuten Investment Management's RJF Position: Q2 2026 in Review

Rakuten Investment Management increased its Raymond James Financial (RJF) stake by 7.3% in Q2 2026, buying an estimated $297K and bringing the position to 28,595 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #312.

Rakuten Investment Management first reported a position in RJF in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.9M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Rakuten Investment Management held 28,595 shares of Raymond James Financial worth $4.26M as of Q2 2026.
  • Rakuten Investment Management bought 1,954 Raymond James Financial shares in Q2 2026, an estimated $297K.
  • Raymond James Financial made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #312 holding.
  • Rakuten Investment Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Raymond James Financial position peaked at $16.9M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.