Tidemark’s Raymond James Financial RJF Stock Holding History

Tidemark’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	$608	Hold	4	–	–	﹤0.01%	791
2026 Q1	$579	Buy	+4	New	+$634	﹤0.01%	744

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

Tidemark's RJF Position: Q2 2026 in Review

Tidemark held its Raymond James Financial (RJF) position steady in Q2 2026 at 4 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Tidemark 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.

Tidemark held 4 shares of Raymond James Financial worth $608 as of Q2 2026.
Tidemark left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #791 holding.
Tidemark 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 Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.