WhitTier Trust Company’s Raymond James Financial RJF Stock Holding History

WhitTier Trust Company’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	$17.3K	Sell	103 -8	-7%	-$1.21K	﹤0.01%	961
2026 Q1	$15.7K	Sell	111 -21	-16%	-$3.33K	﹤0.01%	958
2025 Q4	$22.3K	Hold	132	–	–	﹤0.01%	885
2025 Q3	$22K	Hold	132	–	–	﹤0.01%	872
2025 Q2	$20.2K	Buy	132 +116	+725%	+$16.6K	﹤0.01%	988
2025 Q1	$2.22K	Buy	+16	New	+$2.48K	﹤0.01%	1274
2023 Q3	–	Sell	-96	Closed	-$9.96K	–	1181
2023 Q2	$9.96K	Buy	+96	New	+$8.91K	﹤0.01%	954

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

WhitTier Trust Company's RJF Position: Q2 2026 in Review

WhitTier Trust Company reduced its Raymond James Financial (RJF) stake by 7.2% in Q2 2026, selling an estimated $1.21K and leaving 103 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

WhitTier Trust Company first reported a position in RJF in Q2 2023 and has held it in 7 quarters since. The position peaked at $22.3K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

WhitTier Trust Company held 103 shares of Raymond James Financial worth $17.3K as of Q2 2026.
WhitTier Trust Company sold 8 Raymond James Financial shares in Q2 2026, an estimated $1.21K.
Raymond James Financial made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #961 holding.
WhitTier Trust Company first reported a position in Raymond James Financial in Q2 2023 and has held it in 7 quarters since.
WhitTier Trust Company's Raymond James Financial position peaked at $22.3K in Q4 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.