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Westerkirk Capital’s Raymond James Financial RJF Stock Holding History

Westerkirk 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 		$517K Hold
3,400
– – 0.05% 153
2026
Q1 		$492K Sell
3,400
-200
-6% -$31.7K 0.05% 147
2025
Q4 		$578K Hold
3,600
– – 0.06% 144
2025
Q3 		$621K Hold
3,600
– – 0.07% 178
2025
Q2 		$552K Buy
+3,600
New +$515K 0.07% 183

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

Westerkirk Capital's RJF Position: Q2 2026 in Review

Westerkirk Capital held its Raymond James Financial (RJF) position steady in Q2 2026 at 3,400 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #153.

Westerkirk Capital first reported a position in RJF in Q2 2025 and has held it in 5 quarters since. The position peaked at $621K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Westerkirk Capital held 3,400 shares of Raymond James Financial worth $517K as of Q2 2026.
  • Westerkirk Capital left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.05% of Westerkirk Capital's portfolio in Q2 2026, its #153 holding.
  • Westerkirk Capital first reported a position in Raymond James Financial in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Raymond James Financial position peaked at $621K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.