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Suncoast Equity Management’s Raymond James Financial RJF Stock Holding History

Suncoast Equity Management’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 		– Sell
-1,526
Closed -$221K – 90
2026
Q1 		$221K Hold
1,526
– – 0.03% 85
2025
Q4 		$245K Hold
1,526
– – 0.02% 82
2025
Q3 		$263K Buy
+1,526
New +$253K 0.03% 82

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

Suncoast Equity Management's RJF Position: Q2 2026 in Review

Suncoast Equity Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 1,526 shares — an estimated $221K sold.

Suncoast Equity Management first reported a position in RJF in Q3 2025 and held it in 3 quarters. The position peaked at $263K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Suncoast Equity Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Suncoast Equity Management sold 1,526 Raymond James Financial shares in Q2 2026, an estimated $221K.
  • Suncoast Equity Management first reported a position in Raymond James Financial in Q3 2025 and held it in 3 quarters.
  • Suncoast Equity Management's Raymond James Financial position peaked at $263K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.