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Stonebrook Private’s Raymond James Financial RJF Stock Holding History

Stonebrook Private’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 		$292K Buy
1,922
+21
+1% +$3.19K 0.05% 190
2026
Q1 		$275K Sell
1,901
-392
-17% -$62.2K 0.06% 173
2025
Q4 		$368K Sell
2,293
-70
-3% -$11.3K 0.08% 143
2025
Q3 		$408K Sell
2,363
-397
-14% -$65.8K 0.09% 143
2025
Q2 		$423K Buy
2,760
+145
+6% +$20.8K 0.1% 137
2025
Q1 		$363K Sell
2,615
-232
-8% -$36K 0.09% 138
2024
Q4 		$442K Sell
2,847
-494
-15% -$74.6K 0.12% 119
2024
Q3 		$409K Buy
3,341
+150
+5% +$17.5K 0.11% 127
2024
Q2 		$394K Buy
3,191
+81
+3% +$10K 0.11% 132
2024
Q1 		$399K Buy
3,110
+40
+1% +$4.66K 0.12% 135
2023
Q4 		$342K Buy
+3,070
New +$316K 0.11% 142

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

Stonebrook Private's RJF Position: Q2 2026 in Review

Stonebrook Private increased its Raymond James Financial (RJF) stake by 1.1% in Q2 2026, buying an estimated $3.19K and bringing the position to 1,922 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #190.

Stonebrook Private first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Stonebrook Private held 1,922 shares of Raymond James Financial worth $292K as of Q2 2026.
  • Stonebrook Private bought 21 Raymond James Financial shares in Q2 2026, an estimated $3.19K.
  • Raymond James Financial made up 0.05% of Stonebrook Private's portfolio in Q2 2026, its #190 holding.
  • Stonebrook Private first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's Raymond James Financial position peaked at $442K in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.