SEC 13F Intelligence

Phase 2 Partners, LLC / RJF

Phase 2 Partners, LLC’s Raymond James Finl Inc Position

Does Phase 2 Partners, LLC own Raymond James Finl Inc (RJF)? Not currently — the last reported position was 68.2K shares worth $6M in Q2 2022; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$6M
Q2 2022
Shares
68.2K
% of Portfolio
+3.14%
Quarters Held
2
position exited

Position History RJF

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $6MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202268.2K$6M+3.14%
Q1 202233.6K$4M+2.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of RJF.