Vontobel Holding
RJF icon

Vontobel Holding’s Raymond James Financial RJF Stock Holding History

Vontobel Holding’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
Q1 		$347K Hold
2,397
– – ﹤0.01% 957
2025
Q4 		$385K Sell
2,397
-167
-7% -$27K ﹤0.01% 1083
2025
Q3 		$443K Sell
2,564
-166
-6% -$27.5K ﹤0.01% 986
2025
Q2 		$419K Sell
2,730
-19
-0.7% -$2.72K ﹤0.01% 952
2025
Q1 		$382K Sell
2,749
-463
-14% -$71.9K ﹤0.01% 860
2024
Q4 		$499K Buy
3,212
+772
+32% +$117K ﹤0.01% 791
2024
Q3 		$299K Buy
2,440
+137
+6% +$16K ﹤0.01% 916
2024
Q2 		$285K Sell
2,303
-504
-18% -$62.2K ﹤0.01% 904
2024
Q1 		$360K Sell
2,807
-277
-9% -$32.3K ﹤0.01% 858
2023
Q4 		$344K Hold
3,084
– – ﹤0.01% 889
2023
Q3 		$310K Hold
3,084
– – ﹤0.01% 887
2023
Q2 		$320K Sell
3,084
-96
-3% -$8.91K ﹤0.01% 907
2023
Q1 		$297K Buy
3,180
+92
+3% +$9.75K ﹤0.01% 888
2022
Q4 		$328K Buy
3,088
+502
+19% +$56.3K ﹤0.01% 869
2022
Q3 		$254K Sell
2,586
-419
-14% -$42.4K ﹤0.01% 893
2022
Q2 		$271K Sell
3,005
-157
-5% -$15.4K ﹤0.01% 867
2022
Q1 		$355K Sell
3,162
-1,016
-24% -$108K ﹤0.01% 882
2021
Q4 		$422K Sell
4,178
-856
-17% -$84.6K ﹤0.01% 848
2021
Q3 		$465K Sell
5,034
-47
-0.9% -$4.21K ﹤0.01% 817
2021
Q2 		$441K Buy
5,081
+1,160
+30% +$101K ﹤0.01% 803
2021
Q1 		$320K Buy
+3,921
New +$292K ﹤0.01% 783

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vontobel Holding's RJF Position: Q1 2026 in Review

Vontobel Holding held its Raymond James Financial (RJF) position steady in Q1 2026 at 2,397 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Vontobel Holding first reported a position in RJF in Q1 2021 and has held it in 21 quarters since. The position peaked at $499K in Q4 2024. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Vontobel Holding held 2,397 shares of Raymond James Financial worth $347K as of Q1 2026.
  • Vontobel Holding left its Raymond James Financial share count unchanged in Q1 2026.
  • Raymond James Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #957 holding.
  • Vontobel Holding first reported a position in Raymond James Financial in Q1 2021 and has held it in 21 quarters since.
  • Vontobel Holding's Raymond James Financial position peaked at $499K in Q4 2024.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.