William B. Walkup & Associates’s Raymond James Financial RJF Stock Holding History

William B. Walkup & Associates’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	$1.96M	Sell	12,901 -434	-3%	-$65.9K	0.94%	28
2026 Q1	$1.85M	Buy	13,335 +289	+2%	+$45.8K	1.11%	26
2025 Q4	$2.1M	Sell	13,046 -289	-2%	-$46.7K	1.15%	26
2025 Q3	$2.3M	Hold	13,335	–	–	1.23%	23
2025 Q2	$2.05M	Hold	13,335	–	–	1.2%	22
2025 Q1	$1.85M	Sell	13,335 -60	-0.4%	-$9.31K	1.13%	25
2024 Q4	$2.08M	Hold	13,395	–	–	1.32%	22
2024 Q3	$1.64M	Hold	13,395	–	–	1.01%	27
2024 Q2	$1.66M	Buy	+13,395	New	+$1.65M	1.08%	27

Other funds holding RJF

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

William B. Walkup & Associates's RJF Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Raymond James Financial (RJF) stake by 3.3% in Q2 2026, selling an estimated $65.9K and leaving 12,901 shares worth $1.96M. The position accounts for 0.94% of the portfolio, ranked #28.

William B. Walkup & Associates first reported a position in RJF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q3 2025. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

William B. Walkup & Associates held 12,901 shares of Raymond James Financial worth $1.96M as of Q2 2026.
William B. Walkup & Associates sold 434 Raymond James Financial shares in Q2 2026, an estimated $65.9K.
Raymond James Financial made up 0.94% of William B. Walkup & Associates's portfolio in Q2 2026, its #28 holding.
William B. Walkup & Associates first reported a position in Raymond James Financial in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Raymond James Financial position peaked at $2.3M in Q3 2025.
345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.