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UMB Bank’s Raymond James Financial RJF Stock Holding History

UMB Bank’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 		$183K Sell
1,205
-29
-2% -$4.4K ﹤0.01% 764
2026
Q1 		$179K Buy
1,234
+218
+21% +$34.6K ﹤0.01% 729
2025
Q4 		$163K Buy
1,016
+15
+1% +$2.42K ﹤0.01% 739
2025
Q3 		$173K Buy
1,001
+2
+0.2% +$331 ﹤0.01% 662
2025
Q2 		$153K Sell
999
-5,442
-84% -$779K ﹤0.01% 670
2025
Q1 		$895K Sell
6,441
-38,912
-86% -$6.04M 0.01% 336
2024
Q4 		$7.04M Buy
45,353
+44,735
+7,239% +$6.76M 0.11% 131
2024
Q3 		$75.7K Buy
618
+208
+51% +$24.3K ﹤0.01% 760
2024
Q2 		$50.7K Buy
410
+31
+8% +$3.83K ﹤0.01% 821
2024
Q1 		$48.7K Buy
379
+2
+0.5% +$233 ﹤0.01% 842
2023
Q4 		$42K Sell
377
-105
-22% -$10.8K ﹤0.01% 870
2023
Q3 		$48.4K Sell
482
-9
-2% -$952 ﹤0.01% 839
2023
Q2 		$51K Hold
491
– – ﹤0.01% 844
2023
Q1 		$45.8K Sell
491
-21
-4% -$2.23K ﹤0.01% 855
2022
Q4 		$55K Hold
512
– – ﹤0.01% 829
2022
Q3 		$51K Hold
512
– – ﹤0.01% 865
2022
Q2 		$46K Hold
512
– – ﹤0.01% 940
2022
Q1 		$56K Hold
512
– – ﹤0.01% 942
2021
Q4 		$51K Buy
+512
New +$50.6K ﹤0.01% 992

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

UMB Bank's RJF Position: Q2 2026 in Review

UMB Bank reduced its Raymond James Financial (RJF) stake by 2.4% in Q2 2026, selling an estimated $4.4K and leaving 1,205 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

UMB Bank first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.04M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • UMB Bank held 1,205 shares of Raymond James Financial worth $183K as of Q2 2026.
  • UMB Bank sold 29 Raymond James Financial shares in Q2 2026, an estimated $4.4K.
  • Raymond James Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #764 holding.
  • UMB Bank first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Raymond James Financial position peaked at $7.04M in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.