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Shulman DeMeo Asset Management’s Raymond James Financial RJF Stock Holding History

Shulman DeMeo Asset 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
Q2 		$438K Sell
2,878
-20
-0.7% -$3.04K 0.08% 81
2026
Q1 		$420K Sell
2,898
-27
-0.9% -$4.28K 0.09% 82
2025
Q4 		$470K Buy
2,925
+2
+0.1% +$323 0.11% 69
2025
Q3 		$505K Sell
2,923
-203
-6% -$33.6K 0.12% 63
2025
Q2 		$479K Sell
3,126
-13
-0.4% -$1.86K 0.12% 63
2025
Q1 		$436K Sell
3,139
-8
-0.3% -$1.24K 0.12% 66
2024
Q4 		$489K Sell
3,147
-788
-20% -$119K 0.13% 63
2024
Q3 		$482K Sell
3,935
-31
-0.8% -$3.62K 0.12% 73
2024
Q2 		$490K Buy
3,966
+56
+1% +$6.91K 0.13% 63
2024
Q1 		$502K Sell
3,910
-12
-0.3% -$1.4K 0.13% 66
2023
Q4 		$437K Buy
3,922
+75
+2% +$7.72K 0.12% 74
2023
Q3 		$386K Sell
3,847
-118
-3% -$12.5K 0.13% 74
2023
Q2 		$411K Buy
3,965
+33
+0.8% +$3.06K 0.12% 76
2023
Q1 		$367K Sell
3,932
-5
-0.1% -$530 0.12% 84
2022
Q4 		$421K Sell
3,937
-14
-0.4% -$1.57K 0.14% 76
2022
Q3 		$390K Sell
3,951
-63
-2% -$6.38K 0.14% 74
2022
Q2 		$359K Buy
4,014
+2
+0% +$196 0.12% 89
2022
Q1 		$441K Buy
4,012
+200
+5% +$21.2K 0.12% 83
2021
Q4 		$383K Sell
3,812
-187
-5% -$18.5K 0.1% 99
2021
Q3 		$369K Buy
+3,999
New +$358K 0.32% 51

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

Shulman DeMeo Asset Management's RJF Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Raymond James Financial (RJF) stake by 0.69% in Q2 2026, selling an estimated $3.04K and leaving 2,878 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #81.

Shulman DeMeo Asset Management first reported a position in RJF in Q3 2021 and has held it in 20 quarters since. The position peaked at $505K in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Shulman DeMeo Asset Management held 2,878 shares of Raymond James Financial worth $438K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 20 Raymond James Financial shares in Q2 2026, an estimated $3.04K.
  • Raymond James Financial made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #81 holding.
  • Shulman DeMeo Asset Management first reported a position in Raymond James Financial in Q3 2021 and has held it in 20 quarters since.
  • Shulman DeMeo Asset Management's Raymond James Financial position peaked at $505K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.