Ray Dalio’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.32M | Sell |
29,814
-33,805
| -53% | -$5.36M | 0.02% | 455 |
|
|
2025
Q4 | $10.2M | Buy |
63,619
+31,217
| +96% | +$5.04M | 0.04% | 351 |
|
|
2025
Q3 | $5.59M | Buy |
+32,402
| New | +$5.37M | 0.02% | 474 |
|
|
2025
Q2 | – | Sell |
-118,153
| Closed | -$16.4M | – | 706 |
|
|
2025
Q1 | $16.4M | Buy |
+118,153
| New | +$18.3M | 0.08% | 199 |
|
|
2024
Q4 | – | Sell |
-18,857
| Closed | -$2.31M | – | 812 |
|
|
2024
Q3 | $2.31M | Buy |
18,857
+16,082
| +580% | +$1.88M | 0.01% | 486 |
|
|
2024
Q2 | $343K | Buy |
+2,775
| New | +$342K | ﹤0.01% | 803 |
|
|
2023
Q1 | – | Sell |
-63,422
| Closed | -$6.78M | – | 864 |
|
|
2022
Q4 | $6.78M | Buy |
63,422
+24,266
| +62% | +$2.72M | 0.04% | 307 |
|
|
2022
Q3 | $3.87M | Buy |
39,156
+34,216
| +693% | +$3.46M | 0.02% | 433 |
|
|
2022
Q2 | $442K | Sell |
4,940
-18,111
| -79% | -$1.77M | ﹤0.01% | 907 |
|
|
2022
Q1 | $2.53M | Sell |
23,051
-13,184
| -36% | -$1.4M | 0.01% | 626 |
|
|
2021
Q4 | $3.64M | Sell |
36,235
-44,167
| -55% | -$4.37M | 0.02% | 363 |
|
|
2021
Q3 | $7.42M | Buy |
80,402
+10,487
| +15% | +$939K | 0.04% | 237 |
|
|
2021
Q2 | $6.05M | Buy |
69,915
+5,268
| +8% | +$459K | 0.04% | 297 |
|
|
2021
Q1 | $5.28M | Buy |
64,647
+34,020
| +111% | +$2.54M | 0.05% | 220 |
|
|
2020
Q4 | $1.95M | Buy |
+30,627
| New | +$1.75M | 0.02% | 310 |
|
|
2020
Q1 | – | Sell |
-42,738
| Closed | -$2.55M | – | 561 |
|
|
2019
Q4 | $2.55M | Buy |
+42,738
| New | +$2.47M | 0.03% | 183 |
|
|
2019
Q3 | – | Sell |
-53,697
| Closed | -$3.03M | – | 383 |
|
|
2019
Q2 | $3.03M | Sell |
53,697
-12,294
| -19% | -$701K | 0.02% | 173 |
|
|
2019
Q1 | $3.54M | Buy |
+65,991
| New | +$3.53M | 0.02% | 162 |
|
|
2018
Q2 | – | Sell |
-31,178
| Closed | -$1.86M | – | 518 |
|
|
2018
Q1 | $1.86M | Buy |
+31,178
| New | +$1.94M | 0.02% | 180 |
|
|
2017
Q1 | – | Sell |
-68,100
| Closed | -$3.15M | – | 306 |
|
|
2016
Q4 | $3.15M | Buy |
+68,100
| New | +$3.01M | 0.03% | 164 |
|
|
2016
Q3 | – | Sell |
-45,000
| Closed | -$1.48M | – | 393 |
|
|
2016
Q2 | $1.48M | Buy |
+45,000
| New | +$1.54M | 0.02% | 213 |
|
|
2015
Q4 | – | Sell |
-29,486
| Closed | -$976K | – | 382 |
|
|
2015
Q3 | $976K | Buy |
+29,486
| New | +$1.09M | 0.01% | 242 |
|
Other funds holding RJF
VCM
VPM
Ray Dalio's RJF Position: Q1 2026 in Review
Ray Dalio reduced its Raymond James Financial (RJF) stake by 53% in Q1 2026, selling an estimated $5.36M and leaving 29,814 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #455.
Ray Dalio first reported a position in RJF in Q3 2015 and has held it in 22 quarters since. The position peaked at $16.4M in Q1 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.
- Ray Dalio held 29,814 shares of Raymond James Financial worth $4.32M as of Q1 2026.
- Ray Dalio sold 33,805 Raymond James Financial shares in Q1 2026, an estimated $5.36M.
- Raymond James Financial made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #455 holding.
- Ray Dalio first reported a position in Raymond James Financial in Q3 2015 and has held it in 22 quarters since.
- Ray Dalio's Raymond James Financial position peaked at $16.4M in Q1 2025.
- 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.