Wellington Management Group’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4B | Buy |
9,700,176
+1,006,435
| +12% | +$160M | 0.26% | 88 |
|
|
2025
Q4 | $1.4B | Sell |
8,693,741
-324,551
| -4% | -$52.4M | 0.24% | 95 |
|
|
2025
Q3 | $1.56B | Sell |
9,018,292
-550,333
| -6% | -$91.2M | 0.27% | 82 |
|
|
2025
Q2 | $1.47B | Sell |
9,568,625
-366,815
| -4% | -$52.5M | 0.27% | 90 |
|
|
2025
Q1 | $1.38B | Sell |
9,935,440
-392,821
| -4% | -$61M | 0.27% | 94 |
|
|
2024
Q4 | $1.6B | Sell |
10,328,261
-1,786,241
| -15% | -$270M | 0.29% | 81 |
|
|
2024
Q3 | $1.48B | Buy |
12,114,502
+2,898,242
| +31% | +$339M | 0.26% | 98 |
|
|
2024
Q2 | $1.14B | Sell |
9,216,260
-1,087,342
| -11% | -$134M | 0.2% | 117 |
|
|
2024
Q1 | $1.32B | Sell |
10,303,602
-988,670
| -9% | -$115M | 0.23% | 108 |
|
|
2023
Q4 | $1.26B | Sell |
11,292,272
-277,786
| -2% | -$28.6M | 0.23% | 113 |
|
|
2023
Q3 | $1.16B | Buy |
11,570,058
+246,349
| +2% | +$26.1M | 0.23% | 106 |
|
|
2023
Q2 | $1.18B | Buy |
11,323,709
+1,446,776
| +15% | +$134M | 0.22% | 106 |
|
|
2023
Q1 | $921M | Buy |
9,876,933
+312,384
| +3% | +$33.1M | 0.18% | 127 |
|
|
2022
Q4 | $1.02B | Sell |
9,564,549
-261,813
| -3% | -$29.4M | 0.2% | 115 |
|
|
2022
Q3 | $971M | Buy |
9,826,362
+4,006,157
| +69% | +$406M | 0.21% | 115 |
|
|
2022
Q2 | $520M | Buy |
5,820,205
+190,330
| +3% | +$18.7M | 0.1% | 188 |
|
|
2022
Q1 | $619M | Buy |
5,629,875
+2,510,966
| +81% | +$266M | 0.11% | 194 |
|
|
2021
Q4 | $313M | Sell |
3,118,909
-318,375
| -9% | -$31.5M | 0.05% | 327 |
|
|
2021
Q3 | $317M | Sell |
3,437,284
-1,722,134
| -33% | -$154M | 0.05% | 326 |
|
|
2021
Q2 | $447M | Sell |
5,159,418
-256,859
| -5% | -$22.4M | 0.07% | 252 |
|
|
2021
Q1 | $443M | Sell |
5,416,277
-38,650
| -0.7% | -$2.88M | 0.08% | 246 |
|
|
2020
Q4 | $348M | Sell |
5,454,927
-299,516
| -5% | -$17.1M | 0.06% | 286 |
|
|
2020
Q3 | $279M | Sell |
5,754,443
-330,022
| -5% | -$16M | 0.06% | 281 |
|
|
2020
Q2 | $279M | Sell |
6,084,465
-385,649
| -6% | -$17.4M | 0.06% | 268 |
|
|
2020
Q1 | $273M | Sell |
6,470,114
-1,151,409
| -15% | -$64.9M | 0.07% | 242 |
|
|
2019
Q4 | $455M | Buy |
7,621,523
+1,560
| +0% | +$90K | 0.1% | 204 |
|
|
2019
Q3 | $419M | Buy |
7,619,963
+496,047
| +7% | +$26.9M | 0.09% | 223 |
|
|
2019
Q2 | $402M | Buy |
7,123,916
+1,859,957
| +35% | +$106M | 0.09% | 232 |
|
|
2019
Q1 | $282M | Buy |
5,263,959
+2,501,023
| +91% | +$134M | 0.06% | 291 |
|
|
2018
Q4 | $137M | Sell |
2,762,936
-2,792,073
| -50% | -$149M | 0.03% | 421 |
|
|
2018
Q3 | $341M | Buy |
5,555,009
+347,241
| +7% | +$21.4M | 0.07% | 269 |
|
|
2018
Q2 | $310M | Buy |
5,207,768
+2,954,805
| +131% | +$183M | 0.07% | 286 |
|
|
2018
Q1 | $134M | Buy |
2,252,963
+2,236,305
| +13,425% | +$139M | 0.03% | 476 |
|
|
2017
Q4 | $992K | Sell |
16,658
-359,844
| -96% | -$20.7M | ﹤0.01% | 1910 |
|
|
2017
Q3 | $21.2M | Sell |
376,502
-823,213
| -69% | -$44.4M | ﹤0.01% | 1029 |
|
|
2017
Q2 | $64.2M | Sell |
1,199,715
-1,384,383
| -54% | -$69.7M | 0.02% | 657 |
|
|
2017
Q1 | $131M | Sell |
2,584,098
-696,290
| -21% | -$35.4M | 0.03% | 412 |
|
|
2016
Q4 | $151M | Sell |
3,280,388
-2,333,130
| -42% | -$103M | 0.04% | 379 |
|
|
2016
Q3 | $218M | Sell |
5,613,518
-29,734
| -0.5% | -$1.1M | 0.05% | 303 |
|
|
2016
Q2 | $185M | Sell |
5,643,252
-1,387,758
| -20% | -$47.5M | 0.05% | 327 |
|
|
2016
Q1 | $223M | Sell |
7,031,010
-154,308
| -2% | -$4.74M | 0.06% | 291 |
|
|
2015
Q4 | $278M | Buy |
7,185,318
+5,077,743
| +241% | +$189M | 0.07% | 249 |
|
|
2015
Q3 | $69.7M | Sell |
2,107,575
-136,305
| -6% | -$5.05M | 0.02% | 568 |
|
|
2015
Q2 | $89.1M | Sell |
2,243,880
-488,351
| -18% | -$19M | 0.02% | 525 |
|
|
2015
Q1 | $103M | Buy |
2,732,231
+184,830
| +7% | +$6.9M | 0.03% | 495 |
|
|
2014
Q4 | $97.3M | Sell |
2,547,401
-15,201
| -0.6% | -$558K | 0.03% | 518 |
|
|
2014
Q3 | $91.5M | Buy |
2,562,602
+1,876,802
| +274% | +$65.7M | 0.03% | 529 |
|
|
2014
Q2 | $23.2M | Buy |
685,800
+511,350
| +293% | +$17.1M | 0.01% | 987 |
|
|
2014
Q1 | $6.5M | Buy |
+174,450
| New | +$6.1M | ﹤0.01% | 1373 |
|
Other funds holding RJF
VCM
VPM
Wellington Management Group's RJF Position: Q1 2026 in Review
Wellington Management Group increased its Raymond James Financial (RJF) stake by 12% in Q1 2026, buying an estimated $160M and bringing the position to 9,700,176 shares worth $1.4B. The position accounts for 0.26% of the portfolio, ranked #88.
Wellington Management Group first reported a position in RJF in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.6B in Q4 2024. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.
- Wellington Management Group held 9,700,176 shares of Raymond James Financial worth $1.4B as of Q1 2026.
- Wellington Management Group bought 1,006,435 Raymond James Financial shares in Q1 2026, an estimated $160M.
- Raymond James Financial made up 0.26% of Wellington Management Group's portfolio in Q1 2026, its #88 holding.
- Wellington Management Group first reported a position in Raymond James Financial in Q1 2014 and has held it in 49 quarters since.
- Wellington Management Group's Raymond James Financial position peaked at $1.6B in Q4 2024.
- 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.