Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Raymond James Financial RJF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$10.8M Sell
71,360
-13,283
-16% -$2.02M 0.02% 624
2026
Q1 		$12.2M Sell
84,643
-23,151
-21% -$3.67M 0.02% 544
2025
Q4 		$17.3M Buy
107,794
+7,202
+7% +$1.16M 0.03% 441
2025
Q3 		$17.4M Sell
100,592
-4,991
-5% -$827K 0.03% 427
2025
Q2 		$16.2M Sell
105,583
-16,784
-14% -$2.4M 0.03% 432
2025
Q1 		$17M Buy
122,367
+10,480
+9% +$1.63M 0.03% 403
2024
Q4 		$17.4M Buy
+111,887
New +$16.9M 0.03% 393

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

Universal-Beteiligungs- und Servicegesellschaft's RJF Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Raymond James Financial (RJF) stake by 16% in Q2 2026, selling an estimated $2.02M and leaving 71,360 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #624.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.4M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 71,360 shares of Raymond James Financial worth $10.8M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 13,283 Raymond James Financial shares in Q2 2026, an estimated $2.02M.
  • Raymond James Financial made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #624 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Raymond James Financial position peaked at $17.4M in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.