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

Yousif 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 		$2.67M Sell
17,560
-913
-5% -$139K 0.03% 553
2026
Q1 		$2.67M Sell
18,473
-623
-3% -$98.8K 0.03% 538
2025
Q4 		$3.2M Sell
19,096
-1,219
-6% -$197K 0.04% 485
2025
Q3 		$3.51M Sell
20,315
-1,466
-7% -$243K 0.04% 455
2025
Q2 		$3.34M Sell
21,781
-165
-0.8% -$23.6K 0.04% 471
2025
Q1 		$3.05M Sell
21,946
-266
-1% -$41.3K 0.04% 498
2024
Q4 		$3.45M Sell
22,212
-1,399
-6% -$211K 0.04% 444
2024
Q3 		$2.89M Sell
23,611
-393
-2% -$45.9K 0.03% 557
2024
Q2 		$2.97M Sell
24,004
-660
-3% -$81.5K 0.03% 543
2024
Q1 		$3.17M Sell
24,664
-1,007
-4% -$117K 0.04% 556
2023
Q4 		$2.86M Sell
25,671
-8,957
-26% -$922K 0.03% 594
2023
Q3 		$3.48M Sell
34,628
-1,287
-4% -$136K 0.04% 445
2023
Q2 		$3.73M Sell
35,915
-201
-0.6% -$18.7K 0.05% 432
2023
Q1 		$3.37M Sell
36,116
-1,610
-4% -$171K 0.04% 470
2022
Q4 		$4.03M Buy
37,726
+9,485
+34% +$1.06M 0.05% 389
2022
Q3 		$2.79M Sell
28,241
-771
-3% -$78.1K 0.04% 531
2022
Q2 		$2.59M Buy
29,012
+349
+1% +$34.2K 0.03% 631
2022
Q1 		$3.15M Buy
28,663
+275
+1% +$29.1K 0.03% 600
2021
Q4 		$2.85M Buy
+28,388
New +$2.81M 0.03% 724

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 $3.38T AUM 44.17% 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

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

Yousif Capital Management reduced its Raymond James Financial (RJF) stake by 4.9% in Q2 2026, selling an estimated $139K and leaving 17,560 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #553.

Yousif Capital Management first reported a position in RJF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.03M in Q4 2022. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Yousif Capital Management held 17,560 shares of Raymond James Financial worth $2.67M as of Q2 2026.
  • Yousif Capital Management sold 913 Raymond James Financial shares in Q2 2026, an estimated $139K.
  • Raymond James Financial made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #553 holding.
  • Yousif Capital Management first reported a position in Raymond James Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Raymond James Financial position peaked at $4.03M in Q4 2022.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.