Silvercrest Asset Management’s Raymond James Financial RJF Stock Holding History

Silvercrest 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	$47.9M	Sell	315,110 -19,779	-6%	-$3M	0.31%	78
2026 Q1	$48.5M	Sell	334,889 -57,079	-15%	-$9.05M	0.35%	74
2025 Q4	$62.9M	Sell	391,968 -29,090	-7%	-$4.7M	0.43%	64
2025 Q3	$72.7M	Buy	421,058 +26,113	+7%	+$4.33M	0.48%	57
2025 Q2	$60.6M	Sell	394,945 -14,452	-4%	-$2.07M	0.41%	72
2025 Q1	$56.9M	Sell	409,397 -2,674	-0.6%	-$415K	0.41%	77
2024 Q4	$64M	Buy	412,071 +2,725	+0.7%	+$412K	0.43%	71
2024 Q3	$50.1M	Sell	409,346 -10,120	-2%	-$1.18M	0.34%	101
2024 Q2	$51.9M	Sell	419,466 -6,532	-2%	-$806K	0.36%	94
2024 Q1	$54.7M	Sell	425,998 -4,809	-1%	-$560K	0.37%	92
2023 Q4	$48M	Sell	430,807 -26,298	-6%	-$2.71M	0.34%	105
2023 Q3	$45.9M	Buy	457,105 +2,202	+0.5%	+$233K	0.35%	101
2023 Q2	$47.2M	Buy	454,903 +248,091	+120%	+$23M	0.34%	110
2023 Q1	$19.3M	Buy	206,812 +203,078	+5,439%	+$21.5M	0.15%	167
2022 Q4	$399K	Sell	3,734 -1,544	-29%	-$173K	﹤0.01%	670
2022 Q3	$522K	Buy	5,278 +112	+2%	+$11.3K	﹤0.01%	637
2022 Q2	$462K	Sell	5,166 -1,632	-24%	-$160K	﹤0.01%	651
2022 Q1	$747K	Buy	6,798 +339	+5%	+$35.9K	﹤0.01%	634
2021 Q4	$648K	Buy	6,459 +547	+9%	+$54.1K	﹤0.01%	633
2021 Q3	$546K	Buy	5,912 +576	+11%	+$51.6K	﹤0.01%	662
2021 Q2	$462K	Buy	5,336 +75	+1%	+$6.53K	﹤0.01%	687
2021 Q1	$430K	Buy	5,261 +164	+3%	+$12.2K	﹤0.01%	693
2020 Q4	$325K	Buy	5,097 +621	+14%	+$35.5K	﹤0.01%	703
2020 Q3	$217K	Buy	4,476 +100	+2%	+$4.84K	﹤0.01%	716
2020 Q2	$201K	Buy	+4,376	New	+$197K	﹤0.01%	704
2020 Q1	–	Sell	-7,007	Closed	-$418K	–	771
2019 Q4	$418K	Buy	7,007 +1,886	+37%	+$109K	﹤0.01%	618
2019 Q3	$282K	Buy	+5,121	New	+$278K	﹤0.01%	645
2018 Q3	–	Sell	-3,603	Closed	-$215K	–	556
2018 Q2	$215K	Hold	3,603	–	–	﹤0.01%	517
2018 Q1	$215K	Buy	+3,603	New	+$224K	﹤0.01%	518

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Silvercrest Asset Management's RJF Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Raymond James Financial (RJF) stake by 5.9% in Q2 2026, selling an estimated $3M and leaving 315,110 shares worth $47.9M. The position accounts for 0.31% of the portfolio, ranked #78.

Silvercrest Asset Management first reported a position in RJF in Q1 2018 and has held it in 29 quarters since. The position peaked at $72.7M in Q3 2025. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Silvercrest Asset Management held 315,110 shares of Raymond James Financial worth $47.9M as of Q2 2026.
Silvercrest Asset Management sold 19,779 Raymond James Financial shares in Q2 2026, an estimated $3M.
Raymond James Financial made up 0.31% of Silvercrest Asset Management's portfolio in Q2 2026, its #78 holding.
Silvercrest Asset Management first reported a position in Raymond James Financial in Q1 2018 and has held it in 29 quarters since.
Silvercrest Asset Management's Raymond James Financial position peaked at $72.7M in Q3 2025.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.