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Summit Securities Group’s Raymond James Financial RJF Stock Holding History

Summit Securities Group’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 		$6.08K Buy
40
+11
+38% +$1.67K ﹤0.01% 937
2026
Q1 		$4.2K Sell
29
-233
-89% -$37K ﹤0.01% 834
2025
Q4 		$42.1K Sell
262
-508
-66% -$82K 0.01% 651
2025
Q3 		$133K Buy
770
+648
+531% +$107K 0.03% 332
2025
Q2 		$18.7K Sell
122
-339
-74% -$48.5K ﹤0.01% 743
2025
Q1 		$64K Buy
461
+460
+46,000% +$71.4K 0.01% 282
2024
Q4 		$155 Hold
1
– – ﹤0.01% 568
2024
Q3 		$0 Buy
+1
New +$117 ﹤0.01% 818
2024
Q2 		– Sell
-2
Closed – – 755
2024
Q1 		$0 Buy
+2
New +$233 ﹤0.01% 821
2023
Q3 		– Sell
-250
Closed -$26K – 951
2023
Q2 		$26K Sell
250
-132
-35% -$12.3K ﹤0.01% 566
2023
Q1 		$36K Buy
382
+187
+96% +$19.8K ﹤0.01% 500
2022
Q4 		$21K Buy
+195
New +$21.9K ﹤0.01% 898
2022
Q3 		– Sell
-406
Closed -$36K – 1131
2022
Q2 		$36K Buy
406
+330
+434% +$32.3K ﹤0.01% 638
2022
Q1 		$8K Buy
+76
New +$8.05K ﹤0.01% 886

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

Summit Securities Group's RJF Position: Q2 2026 in Review

Summit Securities Group increased its Raymond James Financial (RJF) stake by 38% in Q2 2026, buying an estimated $1.67K and bringing the position to 40 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Summit Securities Group first reported a position in RJF in Q1 2022 and has held it in 14 quarters since. The position peaked at $133K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Summit Securities Group held 40 shares of Raymond James Financial worth $6.08K as of Q2 2026.
  • Summit Securities Group bought 11 Raymond James Financial shares in Q2 2026, an estimated $1.67K.
  • Raymond James Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #937 holding.
  • Summit Securities Group first reported a position in Raymond James Financial in Q1 2022 and has held it in 14 quarters since.
  • Summit Securities Group's Raymond James Financial position peaked at $133K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.