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Vise Technologies’s Raymond James Financial RJF Stock Holding History

Vise Technologies’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 		$395K Sell
2,598
-571
-18% -$86.7K ﹤0.01% 1298
2026
Q1 		$509K Hold
3,169
– – 0.01% 857
2025
Q4 		$509K Sell
3,169
-206
-6% -$33.3K 0.01% 862
2025
Q3 		$583K Buy
3,375
+233
+7% +$38.6K 0.02% 606
2025
Q2 		$482K Buy
+3,142
New +$450K 0.02% 663
2024
Q4 		$316K Buy
+2,031
New +$307K 0.03% 572

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

Vise Technologies's RJF Position: Q2 2026 in Review

Vise Technologies reduced its Raymond James Financial (RJF) stake by 18% in Q2 2026, selling an estimated $86.7K and leaving 2,598 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Vise Technologies first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $583K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Vise Technologies held 2,598 shares of Raymond James Financial worth $395K as of Q2 2026.
  • Vise Technologies sold 571 Raymond James Financial shares in Q2 2026, an estimated $86.7K.
  • Raymond James Financial made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1298 holding.
  • Vise Technologies first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
  • Vise Technologies's Raymond James Financial position peaked at $583K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.