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Rehmann Capital Advisory Group’s Raymond James Financial RJF Stock Holding History

Rehmann Capital Advisory Group’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 		$530K Buy
3,662
+537
+17% +$85.2K 0.03% 384
2025
Q4 		$503K Sell
3,125
-309
-9% -$49.9K 0.03% 394
2025
Q3 		$593K Buy
3,434
+398
+13% +$66K 0.03% 349
2025
Q2 		$466K Buy
3,036
+380
+14% +$54.4K 0.03% 369
2025
Q1 		$369K Buy
2,656
+182
+7% +$28.3K 0.02% 431
2024
Q4 		$384K Buy
2,474
+194
+9% +$29.3K 0.02% 411
2024
Q3 		$281K Buy
2,280
+59
+3% +$6.89K 0.02% 486
2024
Q2 		$275K Sell
2,221
-82
-4% -$10.1K 0.02% 470
2024
Q1 		$296K Buy
2,303
+224
+11% +$26.1K 0.02% 455
2023
Q4 		$232K Sell
2,079
-43
-2% -$4.43K 0.02% 498
2023
Q3 		$213K Buy
2,122
+42
+2% +$4.44K 0.02% 481
2023
Q2 		$216K Buy
+2,080
New +$193K 0.02% 504
2023
Q1 		– Sell
-2,140
Closed -$229K – 568
2022
Q4 		$229K Sell
2,140
-86
-4% -$9.65K 0.02% 486
2022
Q3 		$220K Buy
+2,226
New +$225K 0.02% 459
2022
Q2 		– Sell
-1,938
Closed -$213K – 544
2022
Q1 		$213K Sell
1,938
-69
-3% -$7.31K 0.02% 491
2021
Q4 		$202K Buy
+2,007
New +$198K 0.02% 529
2019
Q3 		$105K Sell
1,914
-128
-6% -$6.95K 0.01% 432
2019
Q2 		$115K Sell
2,042
-55
-3% -$3.13K 0.01% 574
2019
Q1 		$112K Buy
2,097
+595
+40% +$31.9K 0.02% 553
2018
Q4 		$74.5K Sell
1,502
-151
-9% -$8.04K 0.01% 475
2018
Q3 		$101K Sell
1,653
-519
-24% -$32K 0.01% 584
2018
Q2 		$129K Buy
2,172
+795
+58% +$49.3K 0.02% 488
2018
Q1 		$82K Buy
+1,377
New +$85.7K 0.01% 601

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

Rehmann Capital Advisory Group's RJF Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Raymond James Financial (RJF) stake by 17% in Q1 2026, buying an estimated $85.2K and bringing the position to 3,662 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #384.

Rehmann Capital Advisory Group first reported a position in RJF in Q1 2018 and has held it in 23 quarters since. The position peaked at $593K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Rehmann Capital Advisory Group held 3,662 shares of Raymond James Financial worth $530K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 537 Raymond James Financial shares in Q1 2026, an estimated $85.2K.
  • Raymond James Financial made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #384 holding.
  • Rehmann Capital Advisory Group first reported a position in Raymond James Financial in Q1 2018 and has held it in 23 quarters since.
  • Rehmann Capital Advisory Group's Raymond James Financial position peaked at $593K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.