Zacks Investment Management’s Raymond James Financial RJF Stock Holding History

Zacks Investment 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	$217K	Buy	+1,428	New	+$217K	﹤0.01%	678
2025 Q2	–	Sell	-18,082	Closed	-$2.51M	–	763
2025 Q1	$2.51M	Buy	+18,082	New	+$2.81M	0.02%	297
2020 Q3	–	Sell	-69,750	Closed	-$3.2M	–	556
2020 Q2	$3.2M	Buy	+69,750	New	+$3.14M	0.07%	167
2017 Q3	–	Sell	-5,132	Closed	-$274K	–	647
2017 Q2	$274K	Buy	5,132 +1,137	+28%	+$57.2K	0.01%	499
2017 Q1	$203K	Buy	+3,995	New	+$203K	0.01%	589
2015 Q1	–	Sell	-6,791	Closed	-$259K	–	693
2014 Q4	$259K	Buy	+6,791	New	+$249K	0.01%	538

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

Zacks Investment Management's RJF Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Raymond James Financial (RJF) in Q2 2026: 1,428 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in RJF as recently as Q1 2025.

Zacks Investment Management first reported a position in RJF in Q4 2014 and has held it in 6 quarters since. The position peaked at $3.2M in Q2 2020. 902 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Zacks Investment Management held 1,428 shares of Raymond James Financial worth $217K as of Q2 2026.
Raymond James Financial was a new Zacks Investment Management position in Q2 2026.
Raymond James Financial made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #678 holding.
Zacks Investment Management first reported a position in Raymond James Financial in Q4 2014 and has held it in 6 quarters since.
Zacks Investment Management's Raymond James Financial position peaked at $3.2M in Q2 2020.
902 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.