Private Capital's RJF Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 52,798 shares of Raymond James Financial, Inc. (RJF) worth $7.64 M, representing 0.76% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Private Capital has maintained a long-term strategic position in RJF, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 19,818 shares. Largest reduction occurred in Q4 2013, reducing 368,651 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Raymond James Financial (RJF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Raymond James Financial (RJF) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2,470 | Reduce 4.47% | 52,798 | $144.79 |
| Q4 2025 | -1,631 | Reduce 2.87% | 55,268 | $160.59 |
| Q3 2025 | -1,546 | Reduce 2.65% | 56,899 | $172.60 |
| Q2 2025 | -49 | Reduce 0.08% | 58,445 | $153.37 |
| Q1 2025 | -356 | Reduce 0.60% | 58,494 | $138.91 |
| Q4 2024 | -1,035 | Reduce 1.73% | 58,850 | $155.33 |
| Q3 2024 | -3,432 | Reduce 5.42% | 59,885 | $122.46 |
| Q2 2024 | -2,627 | Reduce 3.98% | 63,317 | $123.61 |
| Q1 2024 | -475 | Reduce 0.72% | 65,944 | $128.42 |
| Q4 2023 | -889 | Reduce 1.32% | 66,419 | $111.50 |
| Q3 2023 | -4,177 | Reduce 5.84% | 67,308 | $100.43 |
| Q2 2023 | -260 | Reduce 0.36% | 71,485 | $103.77 |
| Q1 2023 | -6,602 | Reduce 8.43% | 71,745 | $93.27 |
| Q4 2022 | -1,877 | Reduce 2.34% | 78,347 | $106.85 |
| Q3 2022 | -5,509 | Reduce 6.43% | 80,224 | $98.82 |
| Q2 2022 | -36,682 | Reduce 29.97% | 85,733 | $89.41 |
| Q1 2022 | -392 | Reduce 0.32% | 122,415 | $109.91 |
| Q4 2021 | -483 | Reduce 0.39% | 122,807 | $100.40 |
| Q3 2021 | -1,572 | Reduce 1.26% | 123,290 | $92.28 |
| Q2 2021 | -840 | Reduce 0.67% | 124,862 | $86.60 |
| Q1 2021 | -7,141 | Reduce 5.38% | 125,702 | $81.71 |
| Q4 2020 | -846 | Reduce 0.63% | 132,843 | $63.78 |
| Q3 2020 | -35,771 | Reduce 21.11% | 133,689 | $48.51 |
| Q2 2020 | -9,780 | Reduce 5.46% | 169,460 | $45.89 |
| Q1 2020 | -29,680 | Reduce 14.21% | 179,240 | $42.13 |
| Q4 2019 | -11,024 | Reduce 5.01% | 208,920 | $59.64 |
| Q3 2019 | -4,426 | Reduce 1.97% | 219,944 | $54.97 |
| Q2 2019 | -2,782 | Reduce 1.22% | 224,370 | $56.37 |
| Q1 2019 | -16,996 | Reduce 6.96% | 227,152 | $53.61 |
| Q4 2018 | -15,554 | Reduce 5.99% | 244,148 | $49.61 |
| Q3 2018 | -3,138 | Reduce 1.19% | 259,702 | $61.37 |
| Q2 2018 | -7,200 | Reduce 2.67% | 262,840 | $59.57 |
| Q1 2018 | -52,343 | Reduce 16.24% | 270,040 | $59.61 |
| Q4 2017 | -6,108 | Reduce 1.86% | 322,383 | $59.53 |
| Q3 2017 | -23,083 | Reduce 6.57% | 328,491 | $56.22 |
| Q2 2017 | -6,586 | Reduce 1.84% | 351,574 | $53.48 |
| Q1 2017 | -17,310 | Reduce 4.61% | 358,160 | $50.84 |
| Q4 2016 | -35,200 | Reduce 8.57% | 375,470 | $46.18 |
| Q3 2016 | -8,640 | Reduce 2.06% | 410,670 | $38.81 |
| Q2 2016 | -80,960 | Reduce 16.18% | 419,310 | $32.87 |
| Q1 2016 | +19,818 | Add 4.12% | 500,270 | $31.74 |
| Q4 2015 | -9,499 | Reduce 1.94% | 480,452 | $38.65 |
| Q3 2015 | -3,787 | Reduce 0.77% | 489,951 | $33.09 |
| Q2 2015 | -2,993 | Reduce 0.60% | 493,738 | $39.72 |
| Q1 2015 | -5,437 | Reduce 1.08% | 496,731 | $37.85 |
| Q4 2014 | -10,658 | Reduce 2.08% | 502,168 | $38.19 |
| Q3 2014 | -17,872 | Reduce 3.37% | 512,826 | $35.72 |
| Q2 2014 | -13,538 | Reduce 2.49% | 530,698 | $33.82 |
| Q1 2014 | -7,042 | Reduce 1.28% | 544,236 | $37.29 |
| Q4 2013 | -368,651 | Reduce 40.07% | 551,278 | $34.79 |
| Q3 2013 | +919,929 | Add 0.00% | 919,929 | $27.78 |
Private Capital's Raymond James Financial Investment FAQs
Private Capital first purchased Raymond James Financial, Inc. (RJF) in Q3 2013, acquiring 919,929 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Raymond James Financial, Inc. (RJF) for 51 quarters since Q3 2013.
Private Capital's largest addition to Raymond James Financial, Inc. (RJF) was in Q3 2013, adding 919,929 shares worth $25.56 M.
According to the latest 13F filing for Q1 2026, Private Capital's firm, Private Capital Management, LLC, owns 52,798 shares of Raymond James Financial, Inc. (RJF), valued at approximately $7.64 M.
As of the Q1 2026 filing, Raymond James Financial, Inc. (RJF) represents approximately 0.76% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Raymond James Financial, Inc. (RJF) was 919,929 shares, as reported at the end of Q3 2013.