RJF
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.4 | P/B | 2.73 |
| EPS (TTM) | 10.26 | Dividend | 1.53% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 14.1M | 0.0% | −0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.4M | n/a | n/a |
| WELLINGTON MANAGEMENT GROUP LLP | 9.7M | 0.3% | +12% |
| PRIMECAP MANAGEMENT CO/CA/ | 9.3M | 1.1% | +0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.1M | n/a | n/a |
| State Street | 7.9M | 0.0% | −1% |
Top institutional owners for RJF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 31 | Allaire Bella Loykhter | SELL | 8K | −$1M |
| JUL 29 | Elwyn Tashtego S | SELL | 10K | −$2M |
| JUL 28 | Raney Steven M | SELL | 6K | −$998K |
0 insider buys, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RJF yet.