Joel Greenblatt's RJF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 19,741 shares of Raymond James Financial, Inc. (RJF) worth $2.86 M, representing 0.01% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in RJF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 30,424 shares. Largest reduction occurred in Q2 2019, reducing 37,164 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Raymond James Financial (RJF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Raymond James Financial (RJF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -237 | Reduce 1.19% | 19,741 | $144.79 |
| Q4 2025 | +319 | Add 1.62% | 19,978 | $160.59 |
| Q3 2025 | -37 | Reduce 0.19% | 19,659 | $172.60 |
| Q2 2025 | +9 | Add 0.05% | 19,696 | $153.37 |
| Q1 2025 | +587 | Add 3.07% | 19,687 | $138.91 |
| Q4 2024 | +1,425 | Add 8.06% | 19,100 | $155.33 |
| Q3 2024 | +196 | Add 1.12% | 17,675 | $122.46 |
| Q2 2024 | +402 | Add 2.35% | 17,479 | $123.61 |
| Q1 2024 | +172 | Add 1.02% | 17,077 | $128.42 |
| Q4 2023 | -2,613 | Reduce 13.39% | 16,905 | $111.50 |
| Q3 2023 | -5 | Reduce 0.03% | 19,518 | $100.43 |
| Q2 2023 | -3,787 | Reduce 16.25% | 19,523 | $103.77 |
| Q1 2023 | +4,457 | Add 23.64% | 23,310 | $93.27 |
| Q4 2022 | -265 | Reduce 1.39% | 18,853 | $106.85 |
| Q3 2022 | +1,254 | Add 7.02% | 19,118 | $98.81 |
| Q2 2022 | -12,659 | Reduce 41.47% | 17,864 | $89.40 |
| Q1 2022 | +1,340 | Add 4.59% | 30,523 | $109.92 |
| Q4 2021 | +9,122 | Add 45.47% | 29,183 | $100.40 |
| Q3 2021 | +7,023 | Add 53.87% | 20,061 | $92.27 |
| Q2 2021 | +13,038 | New Buy | 13,038 | $86.59 |
| Q2 2020 | -7,994 | Sold Out | 0 | $0.00 |
| Q1 2020 | +1,306 | Add 19.53% | 7,994 | $42.16 |
| Q4 2019 | +6,688 | New Buy | 6,688 | $59.66 |
| Q2 2019 | -37,164 | Sold Out | 0 | $0.00 |
| Q1 2019 | +30,424 | Add 451.39% | 37,164 | $53.60 |
| Q4 2018 | +6,740 | New Buy | 6,740 | $49.55 |
| Q3 2018 | -5,090 | Sold Out | 0 | $0.00 |
| Q2 2018 | +569 | Add 12.59% | 5,090 | $59.53 |
| Q1 2018 | -1,599 | Reduce 26.13% | 4,521 | $59.50 |
| Q4 2017 | +9 | Add 0.15% | 6,120 | $59.48 |
| Q3 2017 | -2,178 | Reduce 26.28% | 6,111 | $56.29 |
| Q2 2017 | +1,007 | Add 13.83% | 8,289 | $53.44 |
| Q1 2017 | +7,282 | New Buy | 7,282 | $50.81 |
Joel Greenblatt's Raymond James Financial Investment FAQs
Joel Greenblatt first purchased Raymond James Financial, Inc. (RJF) in Q1 2017, acquiring 7,282 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Raymond James Financial, Inc. (RJF) for 33 quarters since Q1 2017.
Joel Greenblatt's largest addition to Raymond James Financial, Inc. (RJF) was in Q1 2019, adding 37,164 shares worth $1.99 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 19,741 shares of Raymond James Financial, Inc. (RJF), valued at approximately $2.86 M.
As of the Q1 2026 filing, Raymond James Financial, Inc. (RJF) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Raymond James Financial, Inc. (RJF) was 37,164 shares, as reported at the end of Q1 2019.