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
Q3 		$427K Buy
2,703
+138
+5% +$23.7K ﹤0.01% 1125
2026
Q2 		$390K Buy
2,565
+168
+7% +$25.5K ﹤0.01% 1143
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% +$9.7K ﹤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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vontobel Holding's RJF Position: Q3 2026 in Review

Vontobel Holding increased its Raymond James Financial (RJF) stake by 5.4% in Q3 2026, buying an estimated $23.7K and bringing the position to 2,703 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Vontobel Holding first reported a position in RJF in Q1 2021 and has held it in 23 quarters since. The position peaked at $499K in Q4 2024. 777 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Vontobel Holding held 2,703 shares of Raymond James Financial worth $427K as of Q3 2026.
  • Vontobel Holding bought 138 Raymond James Financial shares in Q3 2026, an estimated $23.7K.
  • Raymond James Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1125 holding.
  • Vontobel Holding first reported a position in Raymond James Financial in Q1 2021 and has held it in 23 quarters since.
  • Vontobel Holding's Raymond James Financial position peaked at $499K in Q4 2024.
  • 777 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.