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Salomon & Ludwin’s Raymond James Financial RJF Stock Holding History

Salomon & Ludwin’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 		$29.4K Sell
186
-1
-0.5% -$152 ﹤0.01% 865
2026
Q1 		$26.6K Sell
187
-65
-26% -$10.3K ﹤0.01% 874
2025
Q4 		$42.2K Buy
252
+65
+35% +$10.5K ﹤0.01% 461
2025
Q3 		$31.2K Buy
+187
New +$31K ﹤0.01% 557

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

Salomon & Ludwin's RJF Position: Q2 2026 in Review

Salomon & Ludwin reduced its Raymond James Financial (RJF) stake by 0.53% in Q2 2026, selling an estimated $152 and leaving 186 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Salomon & Ludwin first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. The position peaked at $42.2K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Salomon & Ludwin held 186 shares of Raymond James Financial worth $29.4K as of Q2 2026.
  • Salomon & Ludwin sold 1 Raymond James Financial share in Q2 2026, an estimated $152.
  • Raymond James Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #865 holding.
  • Salomon & Ludwin first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Raymond James Financial position peaked at $42.2K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.