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Waterloo Capital’s Raymond James Financial RJF Stock Holding History

Waterloo Capital’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 		$455K Sell
2,995
-335
-10% -$50.9K 0.03% 372
2026
Q1 		$482K Buy
3,330
+85
+3% +$13.5K 0.03% 310
2025
Q4 		$521K Sell
3,245
-198
-6% -$32K 0.04% 291
2025
Q3 		$594K Buy
3,443
+141
+4% +$23.4K 0.04% 246
2025
Q2 		$506K Buy
3,302
+64
+2% +$9.16K 0.04% 269
2025
Q1 		$450K Buy
3,238
+27
+0.8% +$4.19K 0.04% 262
2024
Q4 		$499K Sell
3,211
-166
-5% -$25.1K 0.05% 227
2024
Q3 		$414K Buy
3,377
+7
+0.2% +$818 0.05% 268
2024
Q2 		$417K Sell
3,370
-1,052
-24% -$130K 0.05% 242
2024
Q1 		$568K Buy
4,422
+310
+8% +$36.1K 0.07% 205
2023
Q4 		$458K Buy
4,112
+43
+1% +$4.43K 0.07% 224
2023
Q3 		$409K Sell
4,069
-508
-11% -$53.8K 0.12% 119
2023
Q2 		$475K Buy
4,577
+550
+14% +$51.1K 0.14% 91
2023
Q1 		$376K Buy
+4,027
New +$427K 0.12% 112
2020
Q1 		$214K Buy
+5,069
New +$286K 0.15% 138

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

Waterloo Capital's RJF Position: Q2 2026 in Review

Waterloo Capital reduced its Raymond James Financial (RJF) stake by 10% in Q2 2026, selling an estimated $50.9K and leaving 2,995 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #372.

Waterloo Capital first reported a position in RJF in Q1 2020 and has held it in 15 quarters since. The position peaked at $594K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Waterloo Capital held 2,995 shares of Raymond James Financial worth $455K as of Q2 2026.
  • Waterloo Capital sold 335 Raymond James Financial shares in Q2 2026, an estimated $50.9K.
  • Raymond James Financial made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #372 holding.
  • Waterloo Capital first reported a position in Raymond James Financial in Q1 2020 and has held it in 15 quarters since.
  • Waterloo Capital's Raymond James Financial position peaked at $594K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.