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Rothschild Investment LLC’s Raymond James Financial RJF Stock Holding History

Rothschild Investment LLC’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
Q2 		$86.4K Sell
568
-15
-3% -$2.28K ﹤0.01% 1103
2026
Q1 		$84.4K Sell
583
-720
-55% -$114K ﹤0.01% 953
2025
Q4 		$209K Buy
1,303
+788
+153% +$127K 0.01% 609
2025
Q3 		$88.9K Hold
515
– – 0.01% 826
2025
Q2 		$79K Buy
515
+20
+4% +$2.86K ﹤0.01% 687
2025
Q1 		$68.8K Buy
495
+47
+10% +$7.3K ﹤0.01% 696
2024
Q4 		$69.6K Buy
448
+15
+3% +$2.27K ﹤0.01% 720
2024
Q3 		$53K Sell
433
-72
-14% -$8.41K ﹤0.01% 761
2024
Q2 		$62.4K Buy
505
+14
+3% +$1.73K ﹤0.01% 711
2024
Q1 		$63.1K Buy
491
+20
+4% +$2.33K ﹤0.01% 689
2023
Q4 		$52.5K Buy
+471
New +$48.5K ﹤0.01% 646

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Rothschild Investment LLC's RJF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Raymond James Financial (RJF) stake by 2.6% in Q2 2026, selling an estimated $2.28K and leaving 568 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Rothschild Investment LLC first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $209K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Rothschild Investment LLC held 568 shares of Raymond James Financial worth $86.4K as of Q2 2026.
  • Rothschild Investment LLC sold 15 Raymond James Financial shares in Q2 2026, an estimated $2.28K.
  • Raymond James Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1103 holding.
  • Rothschild Investment LLC first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Raymond James Financial position peaked at $209K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.