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Accredited Wealth Management’s Raymond James Financial RJF Stock Holding History

Accredited Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$25.7K Sell
53
-96
-64% -$15.9K 0.02% 185
2025
Q2 		$22.9K Hold
149
– – 0.02% 193
2025
Q1 		$20.7K Buy
+149
New +$23.1K 0.02% 178

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Accredited Wealth Management's RJF Position: Q3 2025 in Review

Accredited Wealth Management reduced its Raymond James Financial (RJF) stake by 64% in Q3 2025, selling an estimated $15.9K and leaving 53 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #185.

Accredited Wealth Management first reported a position in RJF in Q1 2025 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Accredited Wealth Management held 53 shares of Raymond James Financial worth $25.7K as of Q3 2025.
  • Accredited Wealth Management sold 96 Raymond James Financial shares in Q3 2025, an estimated $15.9K.
  • Raymond James Financial made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #185 holding.
  • Accredited Wealth Management first reported a position in Raymond James Financial in Q1 2025 and has held it in 3 quarters since.
  • 891 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.