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Virtus Investment Advisers’s Raymond James Financial RJF Stock Holding History

Virtus Investment Advisers’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 		$1.78M Buy
11,681
+453
+4% +$68.8K 0.41% 80
2026
Q1 		$1.63M Sell
11,228
-716
-6% -$114K 0.45% 96
2025
Q4 		$1.92M Buy
11,944
+1,004
+9% +$162K 0.52% 65
2025
Q3 		$1.89M Buy
10,940
+852
+8% +$141K 0.54% 62
2025
Q2 		$1.55M Buy
10,088
+1,803
+22% +$258K 0.52% 61
2025
Q1 		$1.15M Buy
+8,285
New +$1.29M 0.31% 127
2022
Q4 		– Sell
-556
Closed -$55K – 363
2022
Q3 		$55K Buy
+556
New +$56.3K 0.03% 337
2018
Q1 		– Sell
-10,214
Closed -$608K – 354
2017
Q4 		$608K Sell
10,214
-652
-6% -$37.6K 0.07% 272
2017
Q3 		$611K Sell
10,866
-915
-8% -$49.3K 0.06% 284
2017
Q2 		$630K Buy
+11,781
New +$593K 0.06% 291

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

Virtus Investment Advisers's RJF Position: Q2 2026 in Review

Virtus Investment Advisers increased its Raymond James Financial (RJF) stake by 4% in Q2 2026, buying an estimated $68.8K and bringing the position to 11,681 shares worth $1.78M. The position accounts for 0.41% of the portfolio, ranked #80.

Virtus Investment Advisers first reported a position in RJF in Q2 2017 and has held it in 10 quarters since. The position peaked at $1.92M in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Virtus Investment Advisers held 11,681 shares of Raymond James Financial worth $1.78M as of Q2 2026.
  • Virtus Investment Advisers bought 453 Raymond James Financial shares in Q2 2026, an estimated $68.8K.
  • Raymond James Financial made up 0.41% of Virtus Investment Advisers's portfolio in Q2 2026, its #80 holding.
  • Virtus Investment Advisers first reported a position in Raymond James Financial in Q2 2017 and has held it in 10 quarters since.
  • Virtus Investment Advisers's Raymond James Financial position peaked at $1.92M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.