Sovereign's Capital Management’s Raymond James Financial RJF Stock Holding History

Sovereign's Capital 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	$2.73M	Sell	17,976 -215	-1%	-$32.6K	1.83%	23
2026 Q1	$2.63M	Sell	18,191 -681	-4%	-$108K	1.94%	21
2025 Q4	$3.03M	Sell	18,872 -1,230	-6%	-$199K	1.84%	22
2025 Q3	$3.47M	Sell	20,102 -4,508	-18%	-$747K	1.88%	25
2025 Q2	$3.77M	Buy	24,610 +1,920	+8%	+$275K	2.02%	20
2025 Q1	$3.15M	Buy	22,690 +1,264	+6%	+$196K	1.87%	24
2024 Q4	$3.33M	Buy	+21,426	New	+$3.24M	2.12%	18

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

Sovereign's Capital Management's RJF Position: Q2 2026 in Review

Sovereign's Capital Management reduced its Raymond James Financial (RJF) stake by 1.2% in Q2 2026, selling an estimated $32.6K and leaving 17,976 shares worth $2.73M. The position accounts for 1.83% of the portfolio, ranked #23.

Sovereign's Capital Management first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q2 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Sovereign's Capital Management held 17,976 shares of Raymond James Financial worth $2.73M as of Q2 2026.
Sovereign's Capital Management sold 215 Raymond James Financial shares in Q2 2026, an estimated $32.6K.
Raymond James Financial made up 1.83% of Sovereign's Capital Management's portfolio in Q2 2026, its #23 holding.
Sovereign's Capital Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
Sovereign's Capital Management's Raymond James Financial position peaked at $3.77M in Q2 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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