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Synergy Investment Management’s Raymond James Financial RJF Stock Holding History

Synergy Investment 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 		$522 Hold
3
– – ﹤0.01% 1030
2026
Q1 		$434 Buy
+3
New +$476 ﹤0.01% 846

Other funds holding RJF

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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

Synergy Investment Management's RJF Position: Q2 2026 in Review

Synergy Investment Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 3 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Synergy Investment Management first reported a position in RJF in Q1 2026 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Synergy Investment Management held 3 shares of Raymond James Financial worth $522 as of Q2 2026.
  • Synergy Investment Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1030 holding.
  • Synergy Investment Management first reported a position in Raymond James Financial in Q1 2026 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.