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Winebrenner Capital Management’s Raymond James Financial RJF Stock Holding History

Winebrenner Capital Management’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 		$206K Buy
+1,354
New +$206K 0.13% 143
2026
Q1 		– Sell
-1,354
Closed -$217K – 146
2025
Q4 		$217K Sell
1,354
-165
-11% -$26.6K 0.14% 128
2025
Q3 		$262K Hold
1,519
– – 0.19% 115
2025
Q2 		$233K Sell
1,519
-5
-0.3% -$716 0.19% 115
2025
Q1 		$212K Hold
1,524
– – 0.19% 117
2024
Q4 		$237K Buy
+1,524
New +$230K 0.18% 109

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

Winebrenner Capital Management's RJF Position: Q2 2026 in Review

Winebrenner Capital Management opened a new position in Raymond James Financial (RJF) in Q2 2026: 1,354 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #143 among its holdings. This is a return to the name: Winebrenner Capital Management previously reported a position in RJF as recently as Q4 2025.

Winebrenner Capital Management first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $262K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Winebrenner Capital Management held 1,354 shares of Raymond James Financial worth $206K as of Q2 2026.
  • Raymond James Financial was a new Winebrenner Capital Management position in Q2 2026.
  • Raymond James Financial made up 0.13% of Winebrenner Capital Management's portfolio in Q2 2026, its #143 holding.
  • Winebrenner Capital Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
  • Winebrenner Capital Management's Raymond James Financial position peaked at $262K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.