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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
Q2 		$314K Sell
1,753
-188
-10% -$28.5K 0.15% 122
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
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 $3.38T AUM 44.17% 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

Sun Financial's RJF Position: Q2 2026 in Review

Sun Financial reduced its Raymond James Financial (RJF) stake by 9.7% in Q2 2026, selling an estimated $28.5K and leaving 1,753 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #122.

Sun Financial first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q4 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sun Financial held 1,753 shares of Raymond James Financial worth $314K as of Q2 2026.
  • Sun Financial sold 188 Raymond James Financial shares in Q2 2026, an estimated $28.5K.
  • Raymond James Financial made up 0.15% of Sun Financial's portfolio in Q2 2026, its #122 holding.
  • Sun Financial first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Raymond James Financial position peaked at $320K in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.