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 Q2	$867K	Hold	5,700	–	–	0.02%	126
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Systematic Alpha Investments's RJF Position: Q2 2026 in Review

Systematic Alpha Investments held its Raymond James Financial (RJF) position steady in Q2 2026 at 5,700 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #126.

Systematic Alpha Investments first reported a position in RJF in Q2 2021 and has held it in 21 quarters since. The position peaked at $984K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Systematic Alpha Investments held 5,700 shares of Raymond James Financial worth $867K as of Q2 2026.
Systematic Alpha Investments left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.02% of Systematic Alpha Investments's portfolio in Q2 2026, its #126 holding.
Systematic Alpha Investments first reported a position in Raymond James Financial in Q2 2021 and has held it in 21 quarters since.
Systematic Alpha Investments's Raymond James Financial position peaked at $984K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.