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

Twin 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
Q2 		$500K Sell
3,287
-3,059
-48% -$464K 0.05% 248
2026
Q1 		$919K Hold
6,346
– – 0.12% 173
2025
Q4 		$1.02M Sell
6,346
-299
-4% -$48.3K 0.13% 154
2025
Q3 		$1.15M Sell
6,645
-160
-2% -$26.5K 0.14% 139
2025
Q2 		$1.04M Sell
6,805
-199
-3% -$28.5K 0.11% 166
2025
Q1 		$973K Buy
+7,004
New +$1.09M 0.11% 169
2018
Q2 		– Sell
-109,095
Closed -$6.5M – 353
2018
Q1 		$6.5M Sell
109,095
-13,650
-11% -$849K 0.34% 103
2017
Q4 		$7.31M Sell
122,745
-3,947
-3% -$227K 0.36% 89
2017
Q3 		$7.12M Buy
126,692
+20,640
+19% +$1.11M 0.37% 80
2017
Q2 		$5.67M Buy
106,052
+26,342
+33% +$1.33M 0.33% 93
2017
Q1 		$4.05M Sell
79,710
-1,275
-2% -$64.9K 0.25% 124
2016
Q4 		$3.74M Buy
80,985
+5,850
+8% +$259K 0.24% 130
2016
Q3 		$2.92M Buy
75,135
+27,300
+57% +$1.01M 0.2% 160
2016
Q2 		$1.57M Buy
+47,835
New +$1.64M 0.12% 224

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

Twin Capital Management's RJF Position: Q2 2026 in Review

Twin Capital Management reduced its Raymond James Financial (RJF) stake by 48% in Q2 2026, selling an estimated $464K and leaving 3,287 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #248.

Twin Capital Management first reported a position in RJF in Q2 2016 and has held it in 14 quarters since. The position peaked at $7.31M in Q4 2017. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Twin Capital Management held 3,287 shares of Raymond James Financial worth $500K as of Q2 2026.
  • Twin Capital Management sold 3,059 Raymond James Financial shares in Q2 2026, an estimated $464K.
  • Raymond James Financial made up 0.05% of Twin Capital Management's portfolio in Q2 2026, its #248 holding.
  • Twin Capital Management first reported a position in Raymond James Financial in Q2 2016 and has held it in 14 quarters since.
  • Twin Capital Management's Raymond James Financial position peaked at $7.31M in Q4 2017.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.