Ken Fisher's RJF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 397,142 shares of Raymond James Financial, Inc. (RJF) worth $57.5 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in RJF, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 149,857 shares. Largest reduction occurred in Q4 2022, reducing 401,455 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Raymond James Financial (RJF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Raymond James Financial (RJF) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,479 | Add 1.14% | 397,142 | $144.79 |
| Q4 2025 | +25,410 | Add 6.92% | 392,663 | $160.59 |
| Q3 2025 | -120,948 | Reduce 24.77% | 367,253 | $172.60 |
| Q2 2025 | -11,732 | Reduce 2.35% | 488,201 | $153.37 |
| Q1 2025 | +1,008 | Add 0.20% | 499,933 | $138.91 |
| Q4 2024 | +50,449 | Add 11.25% | 498,925 | $155.33 |
| Q3 2024 | +8,080 | Add 1.83% | 448,476 | $122.46 |
| Q2 2024 | +20,554 | Add 4.90% | 440,396 | $123.61 |
| Q1 2024 | -2,962 | Reduce 0.70% | 419,842 | $128.42 |
| Q4 2023 | -53,579 | Reduce 11.25% | 422,804 | $111.50 |
| Q3 2023 | -2,064 | Reduce 0.43% | 476,383 | $100.43 |
| Q2 2023 | -11,429 | Reduce 2.33% | 478,447 | $103.77 |
| Q1 2023 | -105,434 | Reduce 17.71% | 489,876 | $93.67 |
| Q4 2022 | -401,455 | Reduce 40.28% | 595,310 | $106.85 |
| Q3 2022 | -148,985 | Reduce 13.00% | 996,765 | $98.82 |
| Q2 2022 | +6,784 | Add 0.60% | 1.15 M | $89.41 |
| Q1 2022 | -16,699 | Reduce 1.44% | 1.14 M | $109.91 |
| Q4 2021 | -28,232 | Reduce 2.38% | 1.16 M | $100.40 |
| Q3 2021 | +649 | Add 0.05% | 1.18 M | $92.28 |
| Q2 2021 | -63,650 | Reduce 5.10% | 1.18 M | $86.60 |
| Q1 2021 | -99,116 | Reduce 7.36% | 1.25 M | $81.71 |
| Q4 2020 | -31,632 | Reduce 2.30% | 1.35 M | $63.78 |
| Q3 2020 | -77,412 | Reduce 5.32% | 1.38 M | $48.51 |
| Q2 2020 | -41,194 | Reduce 2.75% | 1.46 M | $45.89 |
| Q1 2020 | -164,968 | Reduce 9.93% | 1.5 M | $42.13 |
| Q4 2019 | -255,574 | Reduce 13.33% | 1.66 M | $59.64 |
| Q3 2019 | -122,202 | Reduce 5.99% | 1.92 M | $54.97 |
| Q2 2019 | +8,416 | Add 0.41% | 2.04 M | $56.37 |
| Q1 2019 | -15,531 | Reduce 0.76% | 2.03 M | $53.61 |
| Q4 2018 | +149,857 | Add 7.90% | 2.05 M | $49.61 |
| Q3 2018 | -111,394 | Reduce 5.55% | 1.9 M | $61.37 |
| Q2 2018 | -34,064 | Reduce 1.67% | 2.01 M | $59.57 |
| Q1 2018 | -45,618 | Reduce 2.19% | 2.04 M | $59.61 |
| Q4 2017 | -39,144 | Reduce 1.84% | 2.09 M | $59.53 |
| Q3 2017 | -21,442 | Reduce 1.00% | 2.13 M | $56.22 |
| Q2 2017 | -56,314 | Reduce 2.55% | 2.15 M | $53.48 |
| Q1 2017 | -152,099 | Reduce 6.45% | 2.2 M | $50.84 |
| Q4 2016 | -49,686 | Reduce 2.07% | 2.36 M | $46.18 |
| Q3 2016 | +26,453 | Add 1.11% | 2.41 M | $38.81 |
| Q2 2016 | +42,258 | Add 1.81% | 2.38 M | $33.47 |
| Q1 2016 | -10,808 | Reduce 0.46% | 2.34 M | $31.75 |
| Q4 2015 | -4,018 | Reduce 0.17% | 2.35 M | $38.65 |
| Q3 2015 | -72,574 | Reduce 2.99% | 2.35 M | $33.09 |
| Q2 2015 | +47,015 | Add 1.98% | 2.42 M | $39.72 |
| Q1 2015 | -20,497 | Reduce 0.85% | 2.38 M | $37.85 |
| Q4 2014 | -50,387 | Reduce 2.06% | 2.4 M | $38.19 |
| Q3 2014 | -42,132 | Reduce 1.69% | 2.45 M | $35.72 |
| Q2 2014 | -14,703 | Reduce 0.59% | 2.49 M | $33.82 |
| Q1 2014 | -65,258 | Reduce 2.54% | 2.51 M | $37.29 |
| Q4 2013 | -25,200 | Reduce 0.97% | 2.57 M | $34.79 |
| Q3 2013 | +41,566 | Add 1.63% | 2.6 M | $27.78 |
| Q2 2013 | +2.55 M | Add 0.00% | 2.55 M | $28.65 |
Ken Fisher's Raymond James Financial Investment FAQs
Ken Fisher first purchased Raymond James Financial, Inc. (RJF) in Q2 2013, acquiring 2,554,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Raymond James Financial, Inc. (RJF) for 52 quarters since Q2 2013.
Ken Fisher's largest addition to Raymond James Financial, Inc. (RJF) was in Q2 2013, adding 2,554,300 shares worth $73.19 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 397,142 shares of Raymond James Financial, Inc. (RJF), valued at approximately $57.5 M.
As of the Q1 2026 filing, Raymond James Financial, Inc. (RJF) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Raymond James Financial, Inc. (RJF) was 2,595,866 shares, as reported at the end of Q3 2013.