Summit Trail Advisors’s Raymond James Financial RJF Stock Holding History

Summit Trail Advisors’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 Q1	$3.9M	Buy	26,943 +19,396	+257%	+$3.08M	0.06%	222
2025 Q4	$1.21M	Buy	7,547 +1,316	+21%	+$213K	0.02%	706
2025 Q3	$1.08M	Buy	6,231 +3,702	+146%	+$613K	0.01%	792
2025 Q2	$388K	Buy	+2,529	New	+$362K	0.01%	822
2018 Q2	–	Sell	-7,383	Closed	-$240K	–	634
2018 Q1	$240K	Buy	7,383 +1,714	+30%	+$107K	0.04%	329
2017 Q4	$355K	Buy	+5,669	New	+$327K	0.04%	284

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Summit Trail Advisors's RJF Position: Q1 2026 in Review

Summit Trail Advisors increased its Raymond James Financial (RJF) stake by 257% in Q1 2026, buying an estimated $3.08M and bringing the position to 26,943 shares worth $3.9M. The position accounts for 0.06% of the portfolio, ranked #222.

Summit Trail Advisors first reported a position in RJF in Q4 2017 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Summit Trail Advisors held 26,943 shares of Raymond James Financial worth $3.9M as of Q1 2026.
Summit Trail Advisors bought 19,396 Raymond James Financial shares in Q1 2026, an estimated $3.08M.
Raymond James Financial made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #222 holding.
Summit Trail Advisors first reported a position in Raymond James Financial in Q4 2017 and has held it in 6 quarters since.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.