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

Smartleaf 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 		$424K Hold
2,845
– – 0.01% 596
2026
Q1 		$401K Sell
2,845
-143
-5% -$22.7K 0.01% 584
2025
Q4 		$486K Sell
2,988
-56
-2% -$9.04K 0.02% 538
2025
Q3 		$537K Buy
3,044
+528
+21% +$87.5K 0.03% 462
2025
Q2 		$386K Sell
2,516
-488
-16% -$69.9K 0.03% 428
2025
Q1 		$418K Sell
3,004
-155
-5% -$24.1K 0.04% 398
2024
Q4 		$491K Buy
3,159
+367
+13% +$55.4K 0.05% 333
2024
Q3 		$342K Buy
2,792
+565
+25% +$66K 0.04% 356
2024
Q2 		$271K Buy
2,227
+379
+21% +$46.8K 0.04% 326
2024
Q1 		$235K Buy
1,848
+305
+20% +$35.5K 0.05% 322
2023
Q4 		$174K Buy
+1,543
New +$159K 0.05% 335

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

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

Smartleaf Asset Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,845 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #596.

Smartleaf Asset Management first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $537K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Smartleaf Asset Management held 2,845 shares of Raymond James Financial worth $424K as of Q2 2026.
  • Smartleaf Asset Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #596 holding.
  • Smartleaf Asset Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Raymond James Financial position peaked at $537K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.