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Samalin Investment Counsel’s Raymond James Financial RJF Stock Holding History

Samalin Investment Counsel’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 		$329K Sell
2,164
-186
-8% -$28.2K 0.1% 233
2026
Q1 		$340K Sell
2,350
-49
-2% -$7.77K 0.12% 228
2025
Q4 		$385K Sell
2,399
-124
-5% -$20K 0.14% 206
2025
Q3 		$436K Sell
2,523
-121
-5% -$20.1K 0.15% 192
2025
Q2 		$406K Sell
2,644
-140
-5% -$20K 0.16% 204
2025
Q1 		$387K Sell
2,784
-144
-5% -$22.4K 0.16% 197
2024
Q4 		$455K Buy
2,928
+2
+0.1% +$302 0.2% 168
2024
Q3 		$358K Buy
2,926
+4
+0.1% +$467 0.16% 200
2024
Q2 		$361K Buy
2,922
+658
+29% +$81.2K 0.17% 199
2024
Q1 		$291K Sell
2,264
-381
-14% -$44.4K 0.14% 220
2023
Q4 		$295K Buy
2,645
+59
+2% +$6.07K 0.15% 212
2023
Q3 		$260K Sell
2,586
-55
-2% -$5.82K 0.15% 193
2023
Q2 		$274K Buy
+2,641
New +$245K 0.15% 198

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

Samalin Investment Counsel's RJF Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Raymond James Financial (RJF) stake by 7.9% in Q2 2026, selling an estimated $28.2K and leaving 2,164 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #233.

Samalin Investment Counsel first reported a position in RJF in Q2 2023 and has held it in 13 quarters since. The position peaked at $455K in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Samalin Investment Counsel held 2,164 shares of Raymond James Financial worth $329K as of Q2 2026.
  • Samalin Investment Counsel sold 186 Raymond James Financial shares in Q2 2026, an estimated $28.2K.
  • Raymond James Financial made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #233 holding.
  • Samalin Investment Counsel first reported a position in Raymond James Financial in Q2 2023 and has held it in 13 quarters since.
  • Samalin Investment Counsel's Raymond James Financial position peaked at $455K in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.