Ray Dalio's RJF Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 29,814 shares of Raymond James Financial, Inc. (RJF) worth $4.32 M, representing 0.02% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in RJF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 118,153 shares. Largest reduction occurred in Q2 2025, reducing 118,153 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Raymond James Financial (RJF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Raymond James Financial (RJF) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -33,805 | Reduce 53.14% | 29,814 | $144.79 |
| Q4 2025 | +31,217 | Add 96.34% | 63,619 | $160.59 |
| Q3 2025 | +32,402 | New Buy | 32,402 | $172.60 |
| Q2 2025 | -118,153 | Sold Out | 0 | $0.00 |
| Q1 2025 | +118,153 | New Buy | 118,153 | $138.91 |
| Q4 2024 | -18,857 | Sold Out | 0 | $0.00 |
| Q3 2024 | +16,082 | Add 579.53% | 18,857 | $122.46 |
| Q2 2024 | +2,775 | New Buy | 2,775 | $123.61 |
| Q1 2023 | -63,422 | Sold Out | 0 | $0.00 |
| Q4 2022 | +24,266 | Add 61.97% | 63,422 | $106.85 |
| Q3 2022 | +34,216 | Add 692.63% | 39,156 | $98.81 |
| Q2 2022 | -18,111 | Reduce 78.57% | 4,940 | $89.47 |
| Q1 2022 | -13,184 | Reduce 36.38% | 23,051 | $109.93 |
| Q4 2021 | -44,167 | Reduce 54.93% | 36,235 | $100.40 |
| Q3 2021 | +10,487 | Add 15.00% | 80,402 | $92.27 |
| Q2 2021 | +5,268 | Add 8.15% | 69,915 | $86.61 |
| Q1 2021 | +34,020 | Add 111.08% | 64,647 | $81.71 |
| Q4 2020 | +30,627 | New Buy | 30,627 | $63.77 |
| Q1 2020 | -42,738 | Sold Out | 0 | $0.00 |
| Q4 2019 | +42,738 | New Buy | 42,738 | $59.64 |
| Q3 2019 | -53,697 | Sold Out | 0 | $0.00 |
| Q2 2019 | -12,294 | Reduce 18.63% | 53,697 | $56.37 |
| Q1 2019 | +65,991 | New Buy | 65,991 | $53.61 |
| Q2 2018 | -31,178 | Sold Out | 0 | $0.00 |
| Q1 2018 | +31,178 | New Buy | 31,178 | $59.59 |
| Q1 2017 | -68,100 | Sold Out | 0 | $0.00 |
| Q4 2016 | +68,100 | New Buy | 68,100 | $46.18 |
| Q3 2016 | -45,000 | Sold Out | 0 | $0.00 |
| Q2 2016 | +45,000 | New Buy | 45,000 | $32.87 |
| Q4 2015 | -29,486 | Sold Out | 0 | $0.00 |
| Q3 2015 | +29,486 | New Buy | 29,486 | $33.10 |
Ray Dalio's Raymond James Financial Investment FAQs
Ray Dalio first purchased Raymond James Financial, Inc. (RJF) in Q3 2015, acquiring 29,486 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Raymond James Financial, Inc. (RJF) for 31 quarters since Q3 2015.
Ray Dalio's largest addition to Raymond James Financial, Inc. (RJF) was in Q1 2025, adding 118,153 shares worth $16.41 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 29,814 shares of Raymond James Financial, Inc. (RJF), valued at approximately $4.32 M.
As of the Q1 2026 filing, Raymond James Financial, Inc. (RJF) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Raymond James Financial, Inc. (RJF) was 118,153 shares, as reported at the end of Q1 2025.