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SAI
Systematic Alpha Investments’s
Raymond James Financial
RJF
Stock Holding History
Systematic Alpha Investments’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
Q1
$825K
Hold
5,700
–
–
0.03%
119
2025
Q4
$915K
Hold
5,700
–
–
0.03%
115
2025
Q3
$984K
Hold
5,700
–
–
0.03%
112
2025
Q2
$874K
Hold
5,700
–
–
0.03%
115
2025
Q1
$792K
Hold
5,700
–
–
0.03%
115
2024
Q4
$885K
Hold
5,700
–
–
0.03%
109
2024
Q3
$698K
Hold
5,700
–
–
0.03%
125
2024
Q2
$705K
Hold
5,700
–
–
0.03%
124
2024
Q1
$732K
Hold
5,700
–
–
0.03%
128
2023
Q4
$636K
Hold
5,700
–
–
0.03%
124
2023
Q3
$572K
Hold
5,700
–
–
0.03%
128
2023
Q2
$591K
Hold
5,700
–
–
0.03%
129
2023
Q1
$532K
Hold
5,700
–
–
0.03%
136
2022
Q4
$609K
Hold
5,700
–
–
0.03%
129
2022
Q3
$563K
Hold
5,700
–
–
0.03%
121
2022
Q2
$510K
Hold
5,700
–
–
0.03%
138
2022
Q1
$626K
Hold
5,700
–
–
0.03%
132
2021
Q4
$572K
Hold
5,700
–
–
0.03%
139
2021
Q3
$562K
Hold
5,700
–
–
0.02%
150
2021
Q2
$521K
Buy
+5,700
New
+$496K
0.02%
136
Other funds holding RJF
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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