Vanguard Personalized Indexing Management
RJF icon

Vanguard Personalized Indexing Management’s Raymond James Financial RJF Stock Holding History

Vanguard Personalized Indexing 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 		$4.84M Buy
31,822
+487
+2% +$73.9K 0.04% 365
2026
Q1 		$4.54M Buy
31,335
+1,619
+5% +$257K 0.04% 340
2025
Q4 		$4.77M Sell
29,716
-99
-0.3% -$16K 0.05% 326
2025
Q3 		$5.16M Sell
29,815
-1,712
-5% -$284K 0.05% 306
2025
Q2 		$4.85M Buy
31,527
+2,298
+8% +$329K 0.05% 302
2025
Q1 		$4.06M Sell
29,229
-54
-0.2% -$8.38K 0.06% 284
2024
Q4 		$4.55M Buy
29,283
+2,203
+8% +$333K 0.07% 241
2024
Q3 		$3.32M Sell
27,080
-2,370
-8% -$277K 0.05% 315
2024
Q2 		$3.56M Buy
29,450
+1,856
+7% +$229K 0.07% 253
2024
Q1 		$3.54M Buy
27,594
+861
+3% +$100K 0.08% 237
2023
Q4 		$2.98M Buy
26,733
+8,194
+44% +$844K 0.08% 243
2023
Q3 		$1.86M Buy
18,539
+222
+1% +$23.5K 0.06% 335
2023
Q2 		$1.9M Sell
18,317
-4,183
-19% -$388K 0.06% 326
2023
Q1 		$2.1M Buy
22,500
+388
+2% +$41.1K 0.07% 269
2022
Q4 		$2.36M Buy
22,112
+217
+1% +$24.4K 0.1% 219
2022
Q3 		$2.16M Buy
21,895
+2,437
+13% +$247K 0.1% 206
2022
Q2 		$1.74M Buy
19,458
+5,669
+41% +$556K 0.08% 247
2022
Q1 		$1.52M Buy
13,789
+3,055
+28% +$324K 0.07% 271
2021
Q4 		$1.08M Buy
10,734
+7,352
+217% +$727K 0.06% 352
2021
Q3 		$312K Sell
3,382
-1,843
-35% -$165K 0.03% 749
2021
Q2 		$452K Buy
+5,225
New +$455K 0.05% 530

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

Vanguard Personalized Indexing Management's RJF Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Raymond James Financial (RJF) stake by 1.6% in Q2 2026, buying an estimated $73.9K and bringing the position to 31,822 shares worth $4.84M. The position accounts for 0.04% of the portfolio, ranked #365.

Vanguard Personalized Indexing Management first reported a position in RJF in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.16M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 31,822 shares of Raymond James Financial worth $4.84M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 487 Raymond James Financial shares in Q2 2026, an estimated $73.9K.
  • Raymond James Financial made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #365 holding.
  • Vanguard Personalized Indexing Management first reported a position in Raymond James Financial in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Raymond James Financial position peaked at $5.16M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.