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Wellington Group’s Raymond James Financial RJF Stock Holding History

Wellington Group’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 		– Sell
-547
Closed -$79.2K – 323
2026
Q1 		$79.2K Sell
547
-149
-21% -$23.6K 0.02% 220
2025
Q4 		$112K Buy
+696
New +$112K 0.04% 172

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

Wellington Group's RJF Position: Q2 2026 in Review

Wellington Group sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 547 shares — an estimated $79.2K sold.

Wellington Group first reported a position in RJF in Q4 2025 and held it in 2 quarters. The position peaked at $112K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Wellington Group reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 547 Raymond James Financial shares in Q2 2026, an estimated $79.2K.
  • Wellington Group first reported a position in Raymond James Financial in Q4 2025 and held it in 2 quarters.
  • Wellington Group's Raymond James Financial position peaked at $112K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.