LQAI0.350%
as of Jul 17
RJF
GrowthRAYMOND JAMES FINANCIAL INC
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers financial planning, investment advisory, securities transaction, investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; and custodial, trade execution, research, and other support and services. The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory; and fixed income and equity brokerage services.
Close · 3M
+11.33%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate83% (5/6)
Avg buy return+7.08%
LQAI · Weight increase · 2d
With a PER of 15.28, PBR of 2.73, and a 17.21% ROE, RJF's financial profile aligns with LQAI's core large-cap strategy, which utilizes Qraft AI for name selection without a heavy factor tilt, balancing valuation, quality, and a 5.27% revenue growth. The Qraft AI engine, managing LQAI's weekly rebalance, consecutively increased RJF's weight to 0.35% on July 16, 2026, following a prior bump on July 15 from 0.34%. This timing coincides with RJF trading at $168.36, representing 95% of its 52-week high, after a significant +11.9% 30-day return. This specific adjustment indicates the AI perceives continued positive attributes in this financial stock, even at elevated price levels relative to its historical range. This reflects the LG-Qraft collaboration's approach to discerning value and momentum in a performing large-cap financial within its diversified portfolio of approximately 100 US large-caps.
weight 0.330% → 0.350% (+0.020 pp)·stock up 9.7% in the 30 days before
Jul 16·entry $169.70·now $168.32Fresh
-0.81%
since Jul 16
LQAI · New entry · 1d
weight 0 → 0.340% (new)·stock up 11.4% in the 30 days before
Jul 7·entry $167.60·now $168.32Fresh
+0.43%
since Jul 7
AIEQ · Exit · 1d
Amplify's AIEQ, driven by IBM Watson NLP's daily ranking of thousands of US equities, exited its position in Raymond James Financial (RJF) on 2026-07-01 following a gradual weight reduction over several days. This daily rebalancing fund, known for its high turnover and holding between 140-180 stocks, makes such swift portfolio adjustments when its sentiment and fundamental hybrid model signals a shift in a stock's attractiveness. Despite RJF’s 5.27% revenue growth, the underlying textual analysis from news, filings, and social posts likely flagged a relative decline in its appeal compared to other opportunities. AIEQ's system likely determined that RJF, currently priced near 90% of its 52-week high, no longer merited a place within its focused portfolio given the daily output from the sophisticated NLP process.
weight 0.340% → 0 (exited)·stock up 8.5% in the 30 days before
Jul 1·entry $158.19·now $168.32
+6.40%
since Jul 1
AIEQ · Weight decrease · 2d
RJF displays a Price-to-Earnings Ratio of 14.14, a Price-to-Book Ratio of 2.73, and a Return on Equity of 17.21%, alongside revenue growth of 5.27%, all fundamental metrics consistently analyzed by AIEQ’s IBM Watson NLP engine as part of its broad market, fundamentals-plus-sentiment hybrid selection criteria. The consecutive daily weight decreases in AIEQ’s RJF allocation, observed from June 24 to June 26, coinciding with a reduction from 0.3700% to 0.3500%, transpired as RJF traded at $149.94, near 85% of its 52-week high and following recent 30-day and 90-day returns of -3.6% and -7.0% respectively. This pattern suggests that IBM Watson's analysis, ingesting vast amounts of news, filings, and social posts, likely flagged evolving sentiment or altered fundamental assessments for Raymond James Financial. The EquBot risk overlay, translating these daily rankings into positions for the 140-180 US stock portfolio, initiated these quick adjustments, a characteristic of AIEQ's daily rebalancing and high-turnover strategy in response to the detected shift in conviction for RJF.
weight 0.370% → 0.350% (-0.020 pp)·stock up 3.1% in the 30 days before
Jun 26·entry $149.94·now $168.32
+12.26%
since Jun 26
AIEQ · Weight increase · 2d
The current RJF price of $155.86 sits at 88% of its 52-week high, having delivered a 1.5% return over the past 30 days following a 1.7% dip in the preceding 90-day period. This recent price trajectory, alongside RJF’s P/E of 14.15 and ROE of 17.21%, likely provided the basis for a shift in sentiment detected by AIEQ’s IBM Watson NLP engine. The consecutive increases in RJF’s weight from 0.35% to 0.37% between June 14 and June 18, utilizing the fund's daily rebalancing, indicates EquBot’s risk overlay translated Watson’s output into a sustained positive position. This specific move for RJF aligns with AIEQ’s broad market, fundamentals-plus-sentiment hybrid strategy, reflecting a perceived improving outlook based on the continuous ingestion of thousands of data points.
weight 0.350% → 0.370% (+0.020 pp)·stock up 3.2% in the 30 days before
Jun 18·entry $155.86·now $168.32Drifting
+7.99%
since Jun 18
AIEQ · Weight increase · 2d
weight 0.330% → 0.350% (+0.020 pp)·stock down 5.0% in the 30 days before
Jun 7·entry $150.19·now $168.32Chased
+12.07%
since Jun 7
AIEQ · New entry · 1d
weight 0 → 0.320% (new)·stock down 7.8% in the 30 days before
May 30·entry $145.82·now $168.32Chased
+15.43%
since May 30
QRFT · Exit · 1d
Raymond James Financial, Inc. (RJF) exhibited a price-to-earnings ratio of 13.19, a price-to-book ratio of 2.73, and a return on equity of 17.21% prior to its removal. These metrics suggest a financial company with moderate valuation and solid profitability, aligning with QRFT's consideration of traditional factors such as value and quality. However, the company’s stock demonstrated a 30-day return of -5.0% and a 90-day return of -13.2%, placing its current price of $146.75 at 83% of its 52-week high. The Qraft AI's rebalance on June 2, 2026, which reduced RJF’s weighting from 0.0600% to 0.0000%, directly followed a period of declining short-term and medium-term price momentum. This specific action indicates the AI's algorithm, combining traditional factors with proprietary alternative data overlays, likely prioritized negative momentum signals or other dynamic inputs, leading to the full divestment of RJF from the broad large-cap core portfolio.
weight 0.060% → 0 (exited)·stock down 6.0% in the 30 days before
Jun 2·entry $146.75·now $168.32
+14.70%
since Jun 2
QRFT · New entry · 1d
The AI ETF likely added RJF to its portfolio based on its strong fundamental profile, indicated by an impressive 16.94% ROE and positive revenue growth, suggesting a financially sound company at a reasonable valuation within the sector. For retail investors, this highlights the AI's focus on profitability and underlying strength, underscoring the importance of seeking out well-managed companies with solid financial metrics rather than solely chasing speculative trends.
weight 0 → 0.070% (new)·stock up 10.3% in the 30 days before
May 4·entry $156.81·now $168.32Drifting
+7.34%
since May 4
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
AI ETFs like AIEQ are initiating a new position in Raymond James Financial, indicating a positive outlook and accumulation of shares. This contrasts with a Buffett-style framework verdict of 'Fail,' primarily due to the inability to thoroughly assess the company's long-term financial health with available data.
- Circle of CompetenceThe diversified financial services model, particularly with a significant wealth management component, provides unit economics stable enough for reasonable ten-year cash flow projections.
- Economic MoatRaymond James benefits from strong client switching costs and a trusted brand reputation in its Private Client Group, creating a durable competitive advantage.
- ManagementInformation on management's candor, capital allocation discipline, and skin in the game is not provided, preventing a conclusive assessment.
- Financial HealthDespite a strong current ROE, comprehensive assessment of financial health is not possible due to insufficient data on 10-year average ROE, margin stability, debt profile, and consistent owner earnings.
- Margin of SafetyA Price-to-Earnings Ratio of 13.02 and Price-to-Book Ratio of 2.73, alongside a strong current ROE, suggest a fair valuation or potential margin of safety for a quality business.
Raymond James Financial appears to operate within a predictable industry and possesses a defensible economic moat. However, a definitive value assessment is hindered by insufficient data to confirm robust long-term financial health, despite a seemingly fair current valuation. The framework therefore concludes the company fails to meet all criteria for a sound investment.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.