Jeremy Grantham's RJF Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,740 shares of Raymond James Financial, Inc. (RJF) worth $686,369, representing 0.00% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in RJF, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 75,900 shares. Largest reduction occurred in Q2 2022, reducing 71,323 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Raymond James Financial (RJF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Raymond James Financial (RJF) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -458 | Reduce 8.81% | 4,740 | $144.80 |
| Q4 2025 | +5,198 | New Buy | 5,198 | $160.59 |
| Q2 2025 | -23,562 | Sold Out | 0 | $0.00 |
| Q1 2025 | +17,378 | Add 281.02% | 23,562 | $138.91 |
| Q4 2024 | +6,184 | New Buy | 6,184 | $155.33 |
| Q3 2024 | -4,778 | Sold Out | 0 | $0.00 |
| Q2 2024 | -517 | Reduce 9.76% | 4,778 | $123.61 |
| Q1 2024 | +5,295 | New Buy | 5,295 | $128.42 |
| Q4 2022 | -3,700 | Sold Out | 0 | $0.00 |
| Q3 2022 | +3,700 | New Buy | 3,700 | $98.92 |
| Q2 2022 | -71,323 | Sold Out | 0 | $0.00 |
| Q1 2022 | -22,115 | Reduce 23.67% | 71,323 | $109.91 |
| Q4 2021 | -9,169 | Reduce 8.94% | 93,438 | $100.40 |
| Q3 2021 | +28,891 | Add 39.19% | 102,607 | $92.28 |
| Q2 2021 | +20,358 | Add 38.15% | 73,716 | $86.60 |
| Q1 2021 | +36,146 | Add 210.00% | 53,358 | $81.71 |
| Q4 2020 | +900 | Add 5.52% | 17,212 | $63.79 |
| Q2 2020 | -15,450 | Reduce 48.64% | 16,312 | $45.92 |
| Q1 2020 | +8,250 | Add 35.09% | 31,762 | $42.13 |
| Q4 2019 | +23,512 | New Buy | 23,512 | $59.63 |
| Q1 2019 | -8,850 | Sold Out | 0 | $0.00 |
| Q4 2018 | -62,390 | Reduce 87.58% | 8,850 | $49.60 |
| Q3 2018 | -40,350 | Reduce 36.16% | 71,240 | $61.37 |
| Q2 2018 | -56,860 | Reduce 33.75% | 111,590 | $59.57 |
| Q1 2018 | +150 | Add 0.09% | 168,450 | $59.61 |
| Q4 2017 | -300 | Reduce 0.18% | 168,300 | $59.53 |
| Q3 2017 | +19,050 | Add 12.74% | 168,600 | $56.22 |
| Q2 2017 | +75,900 | Add 103.05% | 149,550 | $53.48 |
| Q1 2017 | +73,650 | New Buy | 73,650 | $50.84 |
Jeremy Grantham's Raymond James Financial Investment FAQs
Jeremy Grantham first purchased Raymond James Financial, Inc. (RJF) in Q1 2017, acquiring 73,650 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Raymond James Financial, Inc. (RJF) for 30 quarters since Q1 2017.
Jeremy Grantham's largest addition to Raymond James Financial, Inc. (RJF) was in Q2 2017, adding 149,550 shares worth $8 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,740 shares of Raymond James Financial, Inc. (RJF), valued at approximately $686,369.
As of the Q1 2026 filing, Raymond James Financial, Inc. (RJF) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Raymond James Financial, Inc. (RJF) was 168,600 shares, as reported at the end of Q3 2017.