Rockefeller Capital Management
RJF icon

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

Rockefeller 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 		$1.08M Buy
7,474
+459
+7% +$72.8K ﹤0.01% 1576
2025
Q4 		$1.13M Buy
7,015
+1,107
+19% +$179K ﹤0.01% 1505
2025
Q3 		$1.02M Buy
+5,908
New +$979K ﹤0.01% 1418
2024
Q3 		– Sell
-10,919
Closed -$1.35M – 1674
2024
Q2 		$1.35M Sell
10,919
-10,745
-50% -$1.33M ﹤0.01% 1112
2024
Q1 		$2.78M Buy
+21,664
New +$2.52M 0.01% 877
2023
Q4 		– Sell
-283,015
Closed -$28.4M – 1591
2023
Q3 		$28.4M Buy
283,015
+14,898
+6% +$1.58M 0.11% 202
2023
Q2 		$27.8M Sell
268,117
-23,275
-8% -$2.16M 0.11% 199
2023
Q1 		$27.2M Buy
291,392
+289,377
+14,361% +$30.7M 0.12% 198
2022
Q4 		$214K Sell
2,015
-257
-11% -$28.8K ﹤0.01% 1636
2022
Q3 		$224K Buy
2,272
+893
+65% +$90.4K ﹤0.01% 1604
2022
Q2 		$123K Sell
1,379
-1,193
-46% -$117K ﹤0.01% 1840
2022
Q1 		$282K Buy
2,572
+1,221
+90% +$129K ﹤0.01% 1551
2021
Q4 		$135K Sell
1,351
-882
-39% -$87.2K ﹤0.01% 1806
2021
Q3 		$205K Sell
2,233
-1,007
-31% -$90.2K ﹤0.01% 1579
2021
Q2 		$280K Sell
3,240
-276
-8% -$24K ﹤0.01% 1392
2021
Q1 		$287K Buy
3,516
+510
+17% +$38K ﹤0.01% 1218
2020
Q4 		$191K Sell
3,006
-20
-0.7% -$1.15K ﹤0.01% 1208
2020
Q3 		$146K Sell
3,026
-157
-5% -$7.6K ﹤0.01% 1143
2020
Q2 		$146K Sell
3,183
-40,740
-93% -$1.84M ﹤0.01% 1045
2020
Q1 		$1.85M Buy
43,923
+165
+0.4% +$9.31K 0.02% 352
2019
Q4 		$2.61M Buy
43,758
+1,621
+4% +$93.6K 0.03% 301
2019
Q3 		$2.32M Buy
42,137
+42,128
+468,089% +$2.29M 0.03% 274
2019
Q2 		$1K Sell
9
-924
-99% -$52.7K ﹤0.01% 1611
2019
Q1 		$50K Buy
+933
New +$50K ﹤0.01% 919

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

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

Rockefeller Capital Management increased its Raymond James Financial (RJF) stake by 6.5% in Q1 2026, buying an estimated $72.8K and bringing the position to 7,474 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Rockefeller Capital Management first reported a position in RJF in Q1 2019 and has held it in 24 quarters since. The position peaked at $28.4M in Q3 2023. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Rockefeller Capital Management held 7,474 shares of Raymond James Financial worth $1.08M as of Q1 2026.
  • Rockefeller Capital Management bought 459 Raymond James Financial shares in Q1 2026, an estimated $72.8K.
  • Raymond James Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1576 holding.
  • Rockefeller Capital Management first reported a position in Raymond James Financial in Q1 2019 and has held it in 24 quarters since.
  • Rockefeller Capital Management's Raymond James Financial position peaked at $28.4M in Q3 2023.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

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