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Savant Capital’s Raymond James Financial RJF Stock Holding History

Savant Capital’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 		$1.08M Buy
7,213
+3,385
+88% +$514K ﹤0.01% 846
2026
Q1 		$554K Buy
3,828
+170
+5% +$27K ﹤0.01% 861
2025
Q4 		$587K Buy
3,658
+325
+10% +$52.5K ﹤0.01% 770
2025
Q3 		$575K Sell
3,333
-3,037
-48% -$503K ﹤0.01% 751
2025
Q2 		$977K Buy
6,370
+4,403
+224% +$630K 0.01% 525
2025
Q1 		$273K Sell
1,967
-411
-17% -$63.8K ﹤0.01% 884
2024
Q4 		$369K Buy
2,378
+373
+19% +$56.3K ﹤0.01% 1011
2024
Q3 		$246K Buy
+2,005
New +$234K ﹤0.01% 1181

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

Savant Capital's RJF Position: Q2 2026 in Review

Savant Capital increased its Raymond James Financial (RJF) stake by 88% in Q2 2026, buying an estimated $514K and bringing the position to 7,213 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Savant Capital first reported a position in RJF in Q3 2024 and has held it in 8 quarters since. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Savant Capital held 7,213 shares of Raymond James Financial worth $1.08M as of Q2 2026.
  • Savant Capital bought 3,385 Raymond James Financial shares in Q2 2026, an estimated $514K.
  • Raymond James Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #846 holding.
  • Savant Capital first reported a position in Raymond James Financial in Q3 2024 and has held it in 8 quarters since.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.