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Sun Financial’s Raymond James Financial RJF Stock Holding History

Sun Financial’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 		$302K Sell
1,941
-53
-3% -$8.41K 0.15% 131
2025
Q4 		$320K Buy
+1,994
New +$322K 0.18% 120

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sun Financial's RJF Position: Q1 2026 in Review

Sun Financial reduced its Raymond James Financial (RJF) stake by 2.7% in Q1 2026, selling an estimated $8.41K and leaving 1,941 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #131.

Sun Financial first reported a position in RJF in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Sun Financial held 1,941 shares of Raymond James Financial worth $302K as of Q1 2026.
  • Sun Financial sold 53 Raymond James Financial shares in Q1 2026, an estimated $8.41K.
  • Raymond James Financial made up 0.15% of Sun Financial's portfolio in Q1 2026, its #131 holding.
  • Sun Financial first reported a position in Raymond James Financial in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Raymond James Financial position peaked at $320K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.