Swiss Life Asset Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.18M | Buy |
60,389
+18,238
| +43% | +$2.77M | 0.04% | 336 |
|
|
2026
Q1 | $6.1M | Buy |
42,151
+3,596
| +9% | +$570K | 0.03% | 377 |
|
|
2025
Q4 | $6.19M | Buy |
38,555
+3,130
| +9% | +$505K | 0.03% | 368 |
|
|
2025
Q3 | $6.11M | Buy |
35,425
+9,867
| +39% | +$1.64M | 0.03% | 361 |
|
|
2025
Q2 | $3.92M | Sell |
25,558
-41,137
| -62% | -$5.89M | 0.02% | 432 |
|
|
2025
Q1 | $9.26M | Buy |
66,695
+10,598
| +19% | +$1.65M | 0.07% | 222 |
|
|
2024
Q4 | $8.71M | Buy |
56,097
+51,018
| +1,004% | +$7.71M | 0.06% | 214 |
|
|
2024
Q3 | $621K | Buy |
5,079
+2,880
| +131% | +$336K | 0.01% | 498 |
|
|
2024
Q2 | $272K | Buy |
+2,199
| New | +$271K | ﹤0.01% | 549 |
|
|
2024
Q1 | – | Sell |
-26,868
| Closed | -$3M | – | 613 |
|
|
2023
Q4 | $3M | Buy |
26,868
+10,402
| +63% | +$1.07M | 0.04% | 389 |
|
|
2023
Q3 | $1.65M | Sell |
16,466
-31,946
| -66% | -$3.38M | 0.03% | 517 |
|
|
2023
Q2 | $5.02M | Sell |
48,412
-2,853
| -6% | -$265K | 0.07% | 306 |
|
|
2023
Q1 | $4.78M | Buy |
51,265
+3,416
| +7% | +$362K | 0.07% | 317 |
|
|
2022
Q4 | $5.13M | Sell |
47,849
-1,148
| -2% | -$129K | 0.09% | 263 |
|
|
2022
Q3 | $4.84M | Buy |
48,997
+2,511
| +5% | +$254K | 0.08% | 267 |
|
|
2022
Q2 | $4.17M | Sell |
46,486
-14,366
| -24% | -$1.41M | 0.07% | 309 |
|
|
2022
Q1 | $6.68M | Buy |
60,852
+16,971
| +39% | +$1.8M | 0.09% | 237 |
|
|
2021
Q4 | $4.4M | Hold |
43,881
| – | – | 0.06% | 327 |
|
|
2021
Q3 | $4.04M | Sell |
43,881
-30,071
| -41% | -$2.69M | 0.06% | 328 |
|
|
2021
Q2 | $6.66M | Sell |
73,952
-19,084
| -21% | -$1.66M | 0.07% | 270 |
|
|
2021
Q1 | $7.6M | Buy |
93,036
+45,043
| +94% | +$3.36M | 0.11% | 230 |
|
|
2020
Q4 | $3.06M | Hold |
47,993
| – | – | 0.04% | 378 |
|
|
2020
Q3 | $2.32M | Buy |
47,993
+281
| +0.6% | +$13.6K | 0.03% | 315 |
|
|
2020
Q2 | $2.19M | Buy |
47,712
+3,525
| +8% | +$159K | 0.04% | 316 |
|
|
2020
Q1 | $1.86M | Buy |
44,187
+2,589
| +6% | +$146K | 0.04% | 318 |
|
|
2019
Q4 | $2.49M | Hold |
41,598
| – | – | 0.05% | 303 |
|
|
2019
Q3 | $2.29M | Sell |
41,598
-2,105
| -5% | -$114K | 0.03% | 328 |
|
|
2019
Q2 | $2.46M | Buy |
43,703
+9,353
| +27% | +$533K | 0.03% | 284 |
|
|
2019
Q1 | $1.84M | Buy |
+34,350
| New | +$1.84M | 0.02% | 310 |
|
|
2018
Q4 | – | Sell |
-32,933
| Closed | -$2.02M | – | 405 |
|
|
2018
Q3 | $2.02M | Sell |
32,933
-4,249
| -11% | -$262K | 0.03% | 313 |
|
|
2018
Q2 | $2.22M | Buy |
37,182
+10,345
| +39% | +$642K | 0.03% | 275 |
|
|
2018
Q1 | $1.6M | Buy |
26,837
+2,019
| +8% | +$126K | 0.03% | 338 |
|
|
2017
Q4 | $1.48M | Buy |
24,818
+5,769
| +30% | +$332K | 0.03% | 273 |
|
|
2017
Q3 | $1.07M | Buy |
+19,049
| New | +$1.03M | 0.03% | 317 |
|
Other funds holding RJF
Swiss Life Asset Management's RJF Position: Q2 2026 in Review
Swiss Life Asset Management increased its Raymond James Financial (RJF) stake by 43% in Q2 2026, buying an estimated $2.77M and bringing the position to 60,389 shares worth $9.18M. The position accounts for 0.04% of the portfolio, ranked #336.
Swiss Life Asset Management first reported a position in RJF in Q3 2017 and has held it in 34 quarters since. The position peaked at $9.26M in Q1 2025. 637 funds tracked by Wall St. Rank hold RJF as of Q2 2026.
- Swiss Life Asset Management held 60,389 shares of Raymond James Financial worth $9.18M as of Q2 2026.
- Swiss Life Asset Management bought 18,238 Raymond James Financial shares in Q2 2026, an estimated $2.77M.
- Raymond James Financial made up 0.04% of Swiss Life Asset Management's portfolio in Q2 2026, its #336 holding.
- Swiss Life Asset Management first reported a position in Raymond James Financial in Q3 2017 and has held it in 34 quarters since.
- Swiss Life Asset Management's Raymond James Financial position peaked at $9.26M in Q1 2025.
- 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.