Westwood Holdings Group’s Raymond James Financial RJF Stock Holding History

Westwood Holdings 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	$497K	Buy	+3,269	New	+$496K	﹤0.01%	454
2019 Q2	–	Sell	-18,899	Closed	-$1.01M	–	525
2019 Q1	$1.01M	Hold	18,899	–	–	0.01%	318
2018 Q4	$937K	Hold	18,899	–	–	0.01%	300
2018 Q3	$1.16M	Hold	18,899	–	–	0.01%	300
2018 Q2	$1.13M	Hold	18,899	–	–	0.01%	319
2018 Q1	$1.13M	Hold	18,899	–	–	0.01%	319
2017 Q4	$1.13M	Hold	18,899	–	–	0.01%	310
2017 Q3	$1.06M	Hold	18,899	–	–	0.01%	309
2017 Q2	$1.01M	Hold	18,899	–	–	0.01%	312
2017 Q1	$961K	Hold	18,899	–	–	0.01%	308
2016 Q4	$873K	Hold	18,899	–	–	0.01%	351
2016 Q3	$733K	Hold	18,899	–	–	0.01%	371
2016 Q2	$621K	Hold	18,899	–	–	0.01%	332
2016 Q1	$600K	Hold	18,899	–	–	0.01%	330
2015 Q4	$730K	Buy	+18,899	New	+$704K	0.01%	328

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Westwood Holdings Group's RJF Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Raymond James Financial (RJF) in Q2 2026: 3,269 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in RJF as recently as Q1 2019.

Westwood Holdings Group first reported a position in RJF in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2018. 902 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Westwood Holdings Group held 3,269 shares of Raymond James Financial worth $497K as of Q2 2026.
Raymond James Financial was a new Westwood Holdings Group position in Q2 2026.
Raymond James Financial made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #454 holding.
Westwood Holdings Group first reported a position in Raymond James Financial in Q4 2015 and has held it in 15 quarters since.
Westwood Holdings Group's Raymond James Financial position peaked at $1.16M in Q3 2018.
902 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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