SFS
RJF icon

Sunrise Financial Services’s Raymond James Financial RJF Stock Holding History

Sunrise Financial Services’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 		$1.98K Hold
13
– – ﹤0.01% 396
2026
Q1 		$1.88K Hold
13
– – ﹤0.01% 413
2025
Q4 		$2.09K Buy
+13
New +$2.1K ﹤0.01% 355

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

Sunrise Financial Services's RJF Position: Q2 2026 in Review

Sunrise Financial Services held its Raymond James Financial (RJF) position steady in Q2 2026 at 13 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Sunrise Financial Services first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Sunrise Financial Services held 13 shares of Raymond James Financial worth $1.98K as of Q2 2026.
  • Sunrise Financial Services left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #396 holding.
  • Sunrise Financial Services first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Raymond James Financial position peaked at $2.09K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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