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AGF Management’s Raymond James Financial RJF Stock Holding History

AGF 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
Q2 		– Sell
-1,621,549
Closed -$225M – 719
2025
Q1 		$225M Sell
1,621,549
-757,741
-32% -$118M 1.19% 16
2024
Q4 		$370M Sell
2,379,290
-231,873
-9% -$35M 1.84% 8
2024
Q3 		$320M Buy
2,611,163
+30,696
+1% +$3.59M 1.62% 9
2024
Q2 		$319M Buy
2,580,467
+378,033
+17% +$46.7M 1.77% 7
2024
Q1 		$283M Buy
2,202,434
+54,609
+3% +$6.36M 1.57% 7
2023
Q4 		$239M Buy
2,147,825
+120,427
+6% +$12.4M 1.41% 11
2023
Q3 		$204M Sell
2,027,398
-22,832
-1% -$2.42M 1.44% 10
2023
Q2 		$213M Buy
2,050,230
+16,314
+0.8% +$1.51M 1.54% 9
2023
Q1 		$190M Sell
2,033,916
-120,460
-6% -$12.8M 1.3% 9
2022
Q4 		$230M Buy
+2,154,376
New +$242M 1.67% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

AGF Management's RJF Position: Q2 2025 in Review

AGF Management sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 1,621,549 shares — an estimated $225M sold.

AGF Management first reported a position in RJF in Q4 2022 and held it in 10 quarters. The position peaked at $370M in Q4 2024. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • AGF Management reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • AGF Management sold 1,621,549 Raymond James Financial shares in Q2 2025, an estimated $225M.
  • AGF Management first reported a position in Raymond James Financial in Q4 2022 and held it in 10 quarters.
  • AGF Management's Raymond James Financial position peaked at $370M in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.