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Stephens Inc’s Raymond James Financial RJF Stock Holding History

Stephens Inc’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 		$971K Sell
6,388
-46
-0.7% -$6.98K 0.01% 679
2026
Q1 		$932K Sell
6,434
-65
-1% -$10.3K 0.01% 662
2025
Q4 		$1.04M Buy
6,499
+563
+9% +$90.9K 0.01% 619
2025
Q3 		$1.02M Sell
5,936
-269
-4% -$44.6K 0.01% 633
2025
Q2 		$952K Sell
6,205
-136
-2% -$19.5K 0.01% 634
2025
Q1 		$881K Sell
6,341
-9
-0.1% -$1.4K 0.01% 643
2024
Q4 		$986K Sell
6,350
-302
-5% -$45.6K 0.01% 610
2024
Q3 		$815K Sell
6,652
-771
-10% -$90.1K 0.01% 664
2024
Q2 		$918K Buy
7,423
+35
+0.5% +$4.32K 0.01% 617
2024
Q1 		$949K Sell
7,388
-25
-0.3% -$2.91K 0.01% 593
2023
Q4 		$827K Buy
7,413
+2,461
+50% +$253K 0.01% 583
2023
Q3 		$497K Sell
4,952
-38
-0.8% -$4.02K 0.01% 727
2023
Q2 		$518K Buy
4,990
+71
+1% +$6.59K 0.01% 725
2023
Q1 		$459K Sell
4,919
-43,378
-90% -$4.6M 0.01% 745
2022
Q4 		$5.16M Sell
48,297
-54
-0.1% -$6.06K 0.11% 202
2022
Q3 		$4.78M Sell
48,351
-1,812
-4% -$183K 0.1% 211
2022
Q2 		$4.49M Buy
50,163
+33,223
+196% +$3.26M 0.09% 239
2022
Q1 		$1.86M Sell
16,940
-8,137
-32% -$862K 0.03% 436
2021
Q4 		$2.52M Buy
25,077
+138
+0.6% +$13.6K 0.04% 405
2021
Q3 		$2.3M Sell
24,939
-36
-0.1% -$3.23K 0.04% 434
2021
Q2 		$2.16M Buy
+24,975
New +$2.17M 0.03% 459

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

Stephens Inc's RJF Position: Q2 2026 in Review

Stephens Inc reduced its Raymond James Financial (RJF) stake by 0.71% in Q2 2026, selling an estimated $6.98K and leaving 6,388 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #679.

Stephens Inc first reported a position in RJF in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.16M in Q4 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Stephens Inc held 6,388 shares of Raymond James Financial worth $971K as of Q2 2026.
  • Stephens Inc sold 46 Raymond James Financial shares in Q2 2026, an estimated $6.98K.
  • Raymond James Financial made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #679 holding.
  • Stephens Inc first reported a position in Raymond James Financial in Q2 2021 and has held it in 21 quarters since.
  • Stephens Inc's Raymond James Financial position peaked at $5.16M in Q4 2022.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.