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

Redwood 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 Q1	–	Sell	-6,795	Closed	-$1.09M	–	333
2025 Q4	$1.09M	Sell	6,795 -110	-2%	-$17.8K	0.12%	176
2025 Q3	$1.19M	Buy	+6,905	New	+$1.14M	0.13%	192
2025 Q1	–	Sell	-9,190	Closed	-$1.43M	–	353
2024 Q4	$1.43M	Buy	+9,190	New	+$1.39M	0.14%	202
2023 Q3	–	Sell	-15,856	Closed	-$1.65M	–	349
2023 Q2	$1.65M	Buy	+15,856	New	+$1.47M	0.17%	190
2019 Q4	–	Sell	-15,765	Closed	-$867K	–	262
2019 Q3	$867K	Buy	15,765 +4,218	+37%	+$229K	0.23%	144
2019 Q2	$650K	Buy	+11,547	New	+$658K	0.18%	150

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Redwood Investment Management's RJF Position: Q1 2026 in Review

Redwood Investment Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 6,795 shares — an estimated $1.09M sold.

Redwood Investment Management first reported a position in RJF in Q2 2019 and held it in 6 quarters. The position peaked at $1.65M in Q2 2023. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Redwood Investment Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
Redwood Investment Management sold 6,795 Raymond James Financial shares in Q1 2026, an estimated $1.09M.
Redwood Investment Management first reported a position in Raymond James Financial in Q2 2019 and held it in 6 quarters.
Redwood Investment Management's Raymond James Financial position peaked at $1.65M in Q2 2023.
920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.