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Truvestments Capital’s Raymond James Financial RJF Stock Holding History

Truvestments Capital’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 		$15.2K Buy
+100
New +$15.2K ﹤0.01% 725
2026
Q1 		– Sell
-564
Closed -$90.6K – 1208
2025
Q4 		$90.6K Buy
+564
New +$91.1K 0.02% 356
2025
Q2 		– Sell
-15
Closed -$2.08K – 1070
2025
Q1 		$2.08K Hold
15
– – ﹤0.01% 855
2024
Q4 		$2.33K Hold
15
– – ﹤0.01% 818
2024
Q3 		$1.84K Buy
+15
New +$1.75K ﹤0.01% 807
2019
Q4 		– Sell
-156
Closed -$9K – 478
2019
Q3 		$9K Sell
156
-11,538
-99% -$627K 0.01% 510
2019
Q2 		$659K Hold
11,694
– – 0.44% 64
2019
Q1 		$627K Buy
+11,694
New +$626K 0.48% 57
2018
Q3 		$596K Hold
9,707
– – 0.29% 91
2018
Q2 		$578K Buy
+9,707
New +$602K 0.36% 86

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Truvestments Capital's RJF Position: Q2 2026 in Review

Truvestments Capital opened a new position in Raymond James Financial (RJF) in Q2 2026: 100 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in RJF as recently as Q4 2025.

Truvestments Capital first reported a position in RJF in Q2 2018 and has held it in 10 quarters since. The position peaked at $659K in Q2 2019. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Truvestments Capital held 100 shares of Raymond James Financial worth $15.2K as of Q2 2026.
  • Raymond James Financial was a new Truvestments Capital position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #725 holding.
  • Truvestments Capital first reported a position in Raymond James Financial in Q2 2018 and has held it in 10 quarters since.
  • Truvestments Capital's Raymond James Financial position peaked at $659K in Q2 2019.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.