TD Capital Management’s Raymond James Financial RJF Stock Holding History

TD Capital 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 Q1	$54.8K	Buy	379 +2	+0.5%	+$317	﹤0.01%	229
2025 Q4	$60.6K	Buy	377 +1	+0.3%	+$161	0.01%	211
2025 Q3	$64.9K	Buy	376 +1	+0.3%	+$166	0.01%	197
2025 Q2	$57.5K	Buy	+375	New	+$53.7K	0.01%	206
2024 Q4	–	Sell	-381	Closed	-$46.6K	–	597
2024 Q3	$46.6K	Buy	381 +2	+0.5%	+$234	﹤0.01%	189
2024 Q2	$46.9K	Buy	379 +1	+0.3%	+$123	﹤0.01%	187
2024 Q1	$48.6K	Buy	378 +1	+0.3%	+$117	0.01%	185
2023 Q4	$42K	Buy	377 +2	+0.5%	+$206	﹤0.01%	196
2023 Q3	$37.7K	Sell	375 -776	-67%	-$82.1K	﹤0.01%	196
2023 Q2	$119K	Buy	1,151 +379	+49%	+$35.2K	0.01%	120
2023 Q1	$72K	Buy	+772	New	+$81.8K	0.01%	147

Other funds holding RJF

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TD Capital Management's RJF Position: Q1 2026 in Review

TD Capital Management increased its Raymond James Financial (RJF) stake by 0.53% in Q1 2026, buying an estimated $317 and bringing the position to 379 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

TD Capital Management first reported a position in RJF in Q1 2023 and has held it in 11 quarters since. The position peaked at $119K in Q2 2023. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

TD Capital Management held 379 shares of Raymond James Financial worth $54.8K as of Q1 2026.
TD Capital Management bought 2 Raymond James Financial shares in Q1 2026, an estimated $317.
Raymond James Financial made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #229 holding.
TD Capital Management first reported a position in Raymond James Financial in Q1 2023 and has held it in 11 quarters since.
TD Capital Management's Raymond James Financial position peaked at $119K in Q2 2023.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.