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Regency Capital Management’s Raymond James Financial RJF Stock Holding History

Regency Capital 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
-27,165
Closed -$4.36M – 73
2025
Q4 		$4.36M Sell
27,165
-422
-2% -$68.1K 1.81% 22
2025
Q3 		$4.76M Sell
27,587
-91
-0.3% -$15.1K 2.26% 15
2025
Q2 		$4.24M Buy
+27,678
New +$3.96M 2.23% 16

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Regency Capital Management's RJF Position: Q1 2026 in Review

Regency Capital Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 27,165 shares — an estimated $4.36M sold.

Regency Capital Management first reported a position in RJF in Q2 2025 and held it in 3 quarters. The position peaked at $4.76M in Q3 2025. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Regency Capital Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Regency Capital Management sold 27,165 Raymond James Financial shares in Q1 2026, an estimated $4.36M.
  • Regency Capital Management first reported a position in Raymond James Financial in Q2 2025 and held it in 3 quarters.
  • Regency Capital Management's Raymond James Financial position peaked at $4.76M in Q3 2025.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.