Y-Intercept (HK)’s Raymond James Financial RJF Stock Holding History

Y-Intercept (HK)’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	$1.29M	Buy	8,489 +2,659	+46%	+$404K	0.03%	928
2026 Q1	$844K	Buy	5,830 +2,187	+60%	+$347K	0.02%	1093
2025 Q4	$585K	Buy	+3,643	New	+$588K	0.01%	1188
2025 Q3	–	Sell	-13,859	Closed	-$2.13M	–	1964
2025 Q2	$2.13M	Buy	13,859 +3,866	+39%	+$554K	0.05%	579
2025 Q1	$1.39M	Buy	9,993 +4,027	+67%	+$625K	0.09%	288
2024 Q4	$927K	Buy	5,966 +2,183	+58%	+$330K	0.06%	459
2024 Q3	$463K	Buy	+3,783	New	+$442K	0.03%	808
2023 Q4	–	Sell	-4,388	Closed	-$441K	–	1589
2023 Q3	$441K	Buy	+4,388	New	+$464K	0.04%	613
2022 Q4	–	Sell	-21,600	Closed	-$2.13M	–	1295
2022 Q3	$2.13M	Buy	+21,600	New	+$2.19M	0.21%	137
2022 Q1	–	Sell	-3,702	Closed	-$372K	–	914
2021 Q4	$372K	Buy	+3,702	New	+$366K	0.09%	332
2021 Q1	–	Sell	-3,938	Closed	-$247K	–	770
2020 Q4	$247K	Buy	+3,938	New	+$225K	0.1%	379

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

Y-Intercept (HK)'s RJF Position: Q2 2026 in Review

Y-Intercept (HK) increased its Raymond James Financial (RJF) stake by 46% in Q2 2026, buying an estimated $404K and bringing the position to 8,489 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #928.

Y-Intercept (HK) first reported a position in RJF in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Y-Intercept (HK) held 8,489 shares of Raymond James Financial worth $1.29M as of Q2 2026.
Y-Intercept (HK) bought 2,659 Raymond James Financial shares in Q2 2026, an estimated $404K.
Raymond James Financial made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #928 holding.
Y-Intercept (HK) first reported a position in Raymond James Financial in Q4 2020 and has held it in 11 quarters since.
Y-Intercept (HK)'s Raymond James Financial position peaked at $2.13M in Q3 2022.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.