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Siemens Fonds Invest’s Raymond James Financial RJF Stock Holding History

Siemens Fonds Invest’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 		$3.28M Sell
21,586
-212
-1% -$32.2K 0.16% 141
2026
Q1 		$3.16M Hold
21,798
– – 0.18% 136
2025
Q4 		$3.54M Sell
21,798
-9,231
-30% -$1.49M 0.19% 124
2025
Q3 		$5.36M Buy
31,029
+3,745
+14% +$621K 0.29% 81
2025
Q2 		$4.18M Buy
27,284
+478
+2% +$68.4K 0.25% 105
2025
Q1 		$3.72M Sell
26,806
-69
-0.3% -$10.7K 0.26% 106
2024
Q4 		$4.17M Sell
26,875
-6,920
-20% -$1.05M 0.28% 90
2024
Q3 		$4.14M Buy
33,795
+297
+0.9% +$34.7K 0.33% 79
2024
Q2 		$4.14M Hold
33,498
– – 0.31% 80
2024
Q1 		$4.3M Sell
33,498
-73
-0.2% -$8.51K 0.33% 77
2023
Q4 		$3.74M Sell
33,571
-1,303
-4% -$134K 0.31% 89
2023
Q3 		$3.5M Sell
34,874
-5,215
-13% -$552K 0.35% 72
2023
Q2 		$4.14M Sell
40,089
-973
-2% -$90.3K 0.4% 62
2023
Q1 		$3.83M Sell
41,062
-10
-0% -$1.06K 0.4% 71
2022
Q4 		$4.39M Sell
41,072
-1,210
-3% -$136K 0.44% 51
2022
Q3 		$4.18M Buy
42,282
+1,185
+3% +$120K 0.48% 49
2022
Q2 		$3.67M Hold
41,097
– – 0.39% 68
2022
Q1 		$4.52M Buy
41,097
+865
+2% +$91.6K 0.37% 67
2021
Q4 		$4.06M Sell
40,232
-5,407
-12% -$534K 0.27% 82
2021
Q3 		$4.21M Buy
45,639
+1,404
+3% +$126K 0.28% 72
2021
Q2 		$3.83M Sell
44,235
-948
-2% -$82.5K 0.46% 68
2021
Q1 		$3.69M Buy
45,183
+204
+0.5% +$15.2K 0.36% 92
2020
Q4 		$2.83M Buy
+44,979
New +$2.57M 0.29% 107

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

Siemens Fonds Invest's RJF Position: Q2 2026 in Review

Siemens Fonds Invest reduced its Raymond James Financial (RJF) stake by 0.97% in Q2 2026, selling an estimated $32.2K and leaving 21,586 shares worth $3.28M. The position accounts for 0.16% of the portfolio, ranked #141.

Siemens Fonds Invest first reported a position in RJF in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.36M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Siemens Fonds Invest held 21,586 shares of Raymond James Financial worth $3.28M as of Q2 2026.
  • Siemens Fonds Invest sold 212 Raymond James Financial shares in Q2 2026, an estimated $32.2K.
  • Raymond James Financial made up 0.16% of Siemens Fonds Invest's portfolio in Q2 2026, its #141 holding.
  • Siemens Fonds Invest first reported a position in Raymond James Financial in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Raymond James Financial position peaked at $5.36M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.